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 3-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 | $35,768 | $88,751-59.7% | $81,812-56.3% | $145,922-75.5% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 18.12% | 1025.40%-1007.3pp | 773.79%-755.7pp | 561.29%-543.2pp |
| Employer contribution / active EE | $586 | $3,083-81.0% | $2,912-79.9% | $4,660-87.4% |
| Participant deferral / active EE | $2,539 | $4,643-45.3% | $4,319-41.2% | $6,688-62.0% |
| Admin fee / account holder | $237 | $8,415-97.2% | $7,386-96.8% | $13,397-98.2% |