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 4-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 | $31,280 | $88,751-64.8% | $81,812-61.8% | $145,922-78.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 19.62% | 1025.40%-1005.8pp | 773.79%-754.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,256 | $3,083-59.3% | $2,912-56.9% | $4,660-73.0% |
| Participant deferral / active EE | $8,002 | $4,643+72.3% | $4,319+85.3% | $6,688+19.7% |
| Admin fee / account holder | $266 | $8,415-96.8% | $7,386-96.4% | $13,397-98.0% |