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 3-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 | $31,842 | $169,032-81.2% | $129,207-75.4% | $145,922-78.2% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.6%-36.3pp | 80.3%-46.9pp |
| Annual return | 14.23% | 14330.11%-14315.9pp | 9417.33%-9403.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $412 | $5,537-92.6% | $4,153-90.1% | $4,660-91.2% |
| Participant deferral / active EE | $2,729 | $4,987-45.3% | $4,168-34.5% | $6,688-59.2% |
| Admin fee / account holder | $210 | $9,954-97.9% | $7,715-97.3% | $13,397-98.4% |