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 3-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 | $31,645 | $88,751-64.3% | $81,812-61.3% | $145,922-78.3% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.3%-15.2pp | 80.3%-23.1pp |
| Annual return | 10.30% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,125 | $3,083-31.1% | $2,912-27.0% | $4,660-54.4% |
| Participant deferral / active EE | $4,675 | $4,643+0.7% | $4,319+8.2% | $6,688-30.1% |
| Admin fee / account holder | $245 | $8,415-97.1% | $7,386-96.7% | $13,397-98.2% |