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 | $21,976 | $112,881-80.5% | $90,951-75.8% | $158,922-86.2% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 43.68% | 215.79%-172.1pp | 134.60%-90.9pp | 302.83%-259.1pp |
| Employer contribution / active EE | $1,833 | $2,893-36.6% | $2,122-13.6% | $4,761-61.5% |
| Participant deferral / active EE | $4,503 | $4,128+9.1% | $3,373+33.5% | $5,982-24.7% |
| Admin fee / account holder | $122 | $8,041-98.5% | $5,959-98.0% | $11,246-98.9% |