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 6-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 | $22,552 | $76,738-70.6% | $56,411-60.0% | $145,922-84.5% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 18.36% | 2994.23%-2975.9pp | 1701.33%-1683.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,599 | $1,380+15.9% | $1,039+53.9% | $4,660-65.7% |
| Participant deferral / active EE | $3,471 | $2,623+32.3% | $1,952+77.8% | $6,688-48.1% |
| Admin fee / account holder | $192 | $3,334-94.2% | $2,829-93.2% | $13,397-98.6% |