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 9-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 | $26,067 | $60,124-56.6% | $90,404-71.2% | $79,858-67.4% |
| Participation rate | 41.5% | 65.0%-23.4pp | 72.7%-31.1pp | 69.6%-28.1pp |
| Annual return | 22.38% | 71.94%-49.6pp | 1293.02%-1270.6pp | 31.71%-9.3pp |
| Employer contribution / active EE | $492 | $2,068-76.2% | $3,262-84.9% | $2,471-80.1% |
| Participant deferral / active EE | $2,416 | $2,938-17.8% | $3,963-39.0% | $3,740-35.4% |
| Admin fee / account holder | $204 | $3,976-94.9% | $5,611-96.4% | $5,306-96.1% |