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 | $23,622 | $176,662-86.6% | $130,648-81.9% | $152,861-84.5% |
| Participation rate | 31.3% | 79.0%-47.7pp | 71.7%-40.5pp | 82.4%-51.2pp |
| Annual return | 28.92% | 2692.24%-2663.3pp | 1708.96%-1680.0pp | 345.32%-316.4pp |
| Employer contribution / active EE | $1,050 | $5,742-81.7% | $4,092-74.3% | $4,762-77.9% |
| Participant deferral / active EE | $1,214 | $4,361-72.2% | $3,603-66.3% | $5,850-79.2% |
| Admin fee / account holder | $101 | $7,133-98.6% | $5,464-98.2% | $11,596-99.1% |