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 5-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 | $26,596 | $88,751-70.0% | $81,812-67.5% | $145,922-81.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.09% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,814 | $3,083-41.2% | $2,912-37.7% | $4,660-61.1% |
| Participant deferral / active EE | $2,816 | $4,643-39.4% | $4,319-34.8% | $6,688-57.9% |
| Admin fee / account holder | $97 | $8,415-98.8% | $7,386-98.7% | $13,397-99.3% |