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 | $71,503 | $102,604-30.3% | $86,188-17.0% | $139,434-48.7% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 19.35% | 1922.51%-1903.2pp | 1168.45%-1149.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,165 | $3,032-61.6% | $2,380-51.1% | $4,751-75.5% |
| Participant deferral / active EE | $3,777 | $4,676-19.2% | $3,985-5.2% | $6,710-43.7% |
| Admin fee / account holder | $83 | $8,657-99.0% | $6,852-98.8% | $11,403-99.3% |