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 | $27,914 | $109,817-74.6% | $98,442-71.6% | $167,490-83.3% |
| Participation rate | 28.6% | 75.8%-47.3pp | 73.3%-44.8pp | 82.1%-53.5pp |
| Annual return | 29.52% | 1956.69%-1927.2pp | 1492.73%-1463.2pp | 478.56%-449.0pp |
| Employer contribution / active EE | $1,055 | $3,224-67.3% | $2,960-64.4% | $4,837-78.2% |
| Participant deferral / active EE | $3,999 | $4,673-14.4% | $4,276-6.5% | $6,341-36.9% |
| Admin fee / account holder | $192 | $6,753-97.2% | $5,949-96.8% | $12,309-98.4% |