See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,440 | $100,852-79.7% | $90,404-77.4% | $158,922-87.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 14.00% | 1724.20%-1710.2pp | 1293.02%-1279.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $927 | $3,689-74.9% | $3,262-71.6% | $4,761-80.5% |
| Participant deferral / active EE | $5,436 | $4,348+25.0% | $3,963+37.2% | $5,982-9.1% |
| Admin fee / account holder | $125 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |