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 4-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 | $26,858 | $70,756-62.0% | $65,493-59.0% | $142,382-81.1% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 21.24% | 1754.89%-1733.7pp | 982.45%-961.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $533 | $2,881-81.5% | $2,574-79.3% | $4,299-87.6% |
| Participant deferral / active EE | $3,270 | $4,637-29.5% | $3,961-17.4% | $6,507-49.7% |
| Admin fee / account holder | $76 | $6,559-98.8% | $5,028-98.5% | $12,624-99.4% |