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 | $32,181 | $109,817-70.7% | $98,442-67.3% | $167,490-80.8% |
| Participation rate | 54.5% | 75.8%-21.3pp | 73.3%-18.8pp | 82.1%-27.6pp |
| Annual return | 12.06% | 1956.69%-1944.6pp | 1492.73%-1480.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $924 | $3,224-71.3% | $2,960-68.8% | $4,837-80.9% |
| Participant deferral / active EE | $958 | $4,673-79.5% | $4,276-77.6% | $6,341-84.9% |
| Admin fee / account holder | $292 | $6,753-95.7% | $5,949-95.1% | $12,309-97.6% |