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 | $21,057 | $76,738-72.6% | $56,411-62.7% | $145,922-85.6% |
| Participation rate | 16.7% | 63.2%-46.5pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 14.01% | 2994.23%-2980.2pp | 1701.33%-1687.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $300 | $1,380-78.3% | $1,039-71.1% | $4,660-93.6% |
| Participant deferral / active EE | $1,050 | $2,623-60.0% | $1,952-46.2% | $6,688-84.3% |
| Admin fee / account holder | $192 | $3,334-94.2% | $2,829-93.2% | $13,397-98.6% |