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 8-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 | $32,009 | $100,852-68.3% | $90,404-64.6% | $158,922-79.9% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 32.81% | 1724.20%-1691.4pp | 1293.02%-1260.2pp | 302.83%-270.0pp |
| Employer contribution / active EE | $858 | $3,689-76.7% | $3,262-73.7% | $4,761-82.0% |
| Participant deferral / active EE | $4,286 | $4,348-1.4% | $3,963+8.1% | $5,982-28.4% |
| Admin fee / account holder | $258 | $6,501-96.0% | $5,611-95.4% | $11,246-97.7% |