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 | $21,654 | $109,817-80.3% | $98,442-78.0% | $167,490-87.1% |
| Participation rate | 44.4% | 75.8%-31.4pp | 73.3%-28.9pp | 82.1%-37.7pp |
| Annual return | 19.78% | 1956.69%-1936.9pp | 1492.73%-1472.9pp | 478.56%-458.8pp |
| Employer contribution / active EE | $649 | $3,224-79.9% | $2,960-78.1% | $4,837-86.6% |
| Participant deferral / active EE | $1,160 | $4,673-75.2% | $4,276-72.9% | $6,341-81.7% |
| Admin fee / account holder | $9 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |