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 6-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 | $18,277 | $109,817-83.4% | $98,442-81.4% | $167,490-89.1% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 36.73% | 1956.69%-1920.0pp | 1492.73%-1456.0pp | 478.56%-441.8pp |
| Employer contribution / active EE | $936 | $3,224-71.0% | $2,960-68.4% | $4,837-80.6% |
| Participant deferral / active EE | $2,341 | $4,673-49.9% | $4,276-45.3% | $6,341-63.1% |
| Admin fee / account holder | $3 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |