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 | $21,412 | $72,400-70.4% | $67,502-68.3% | $145,922-85.3% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 22.13% | 7182.46%-7160.3pp | 3512.12%-3490.0pp | 561.29%-539.2pp |
| Employer contribution / active EE | $3,649 | $3,069+18.9% | $2,731+33.6% | $4,660-21.7% |
| Participant deferral / active EE | $1,752 | $4,783-63.4% | $4,000-56.2% | $6,688-73.8% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |