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 | $32,582 | $81,625-60.1% | $58,482-44.3% | $139,434-76.6% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 29.18% | 7404.20%-7375.0pp | 4239.32%-4210.1pp | 372.94%-343.8pp |
| Employer contribution / active EE | $1,368 | $1,398-2.1% | $1,053+29.9% | $4,751-71.2% |
| Participant deferral / active EE | $3,761 | $2,557+47.1% | $1,924+95.5% | $6,710-44.0% |
| Admin fee / account holder | $50 | $3,265-98.5% | $2,516-98.0% | $11,403-99.6% |