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 9-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 | $16,964 | $100,852-83.2% | $90,404-81.2% | $158,922-89.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 38.81% | 1724.20%-1685.4pp | 1293.02%-1254.2pp | 302.83%-264.0pp |
| Employer contribution / active EE | $1,089 | $3,689-70.5% | $3,262-66.6% | $4,761-77.1% |
| Participant deferral / active EE | $2,237 | $4,348-48.5% | $3,963-43.5% | $5,982-62.6% |
| Admin fee / account holder | $14 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |