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 | $24,703 | $100,852-75.5% | $90,404-72.7% | $158,922-84.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 15.18% | 1724.20%-1709.0pp | 1293.02%-1277.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,511 | $3,689-59.0% | $3,262-53.7% | $4,761-68.3% |
| Participant deferral / active EE | $2,717 | $4,348-37.5% | $3,963-31.4% | $5,982-54.6% |
| Admin fee / account holder | $36 | $6,501-99.4% | $5,611-99.4% | $11,246-99.7% |