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 7-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 | $32,855 | $156,846-79.1% | $121,098-72.9% | $139,434-76.4% |
| Participation rate | 16.7% | 76.4%-59.7pp | 69.5%-52.8pp | 80.3%-63.7pp |
| Annual return | 20.94% | 1474.56%-1453.6pp | 985.75%-964.8pp | 372.94%-352.0pp |
| Employer contribution / active EE | $770 | $5,536-86.1% | $4,164-81.5% | $4,751-83.8% |
| Participant deferral / active EE | $2,771 | $4,844-42.8% | $4,080-32.1% | $6,710-58.7% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |