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 5-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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,553 | $31,310-75.9% | $53,898-86.0% | $74,304-89.8% |
| Participation rate | 54.1% | 30.7%+23.5pp | 55.0%-0.8pp | 60.3%-6.2pp |
| Annual return | 18.47% | 23.16%-4.7pp | 528.60%-510.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $351 | $450-21.9% | $932-62.3% | $2,241-84.3% |
| Participant deferral / active EE | $749 | $934-19.8% | $1,826-59.0% | $3,767-80.1% |
| Admin fee / account holder | $158 | $2,175-92.7% | $2,491-93.7% | $2,969-94.7% |