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 | $49,657 | $76,738-35.3% | $56,411-12.0% | $145,922-66.0% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 8.00% | 2994.23%-2986.2pp | 1701.33%-1693.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $755 | $1,380-45.3% | $1,039-27.3% | $4,660-83.8% |
| Participant deferral / active EE | $2,051 | $2,623-21.8% | $1,952+5.1% | $6,688-69.3% |
| Admin fee / account holder | $247 | $3,334-92.6% | $2,829-91.3% | $13,397-98.2% |