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 | $16,454 | $102,604-84.0% | $86,188-80.9% | $139,434-88.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 14.86% | 1922.51%-1907.7pp | 1168.45%-1153.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,449 | $3,032-52.2% | $2,380-39.1% | $4,751-69.5% |
| Participant deferral / active EE | $2,660 | $4,676-43.1% | $3,985-33.3% | $6,710-60.4% |
| Admin fee / account holder | $228 | $8,657-97.4% | $6,852-96.7% | $11,403-98.0% |