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 | $57,398 | $100,852-43.1% | $90,404-36.5% | $158,922-63.9% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.0pp | 82.0%-18.3pp |
| Annual return | 14.90% | 1724.20%-1709.3pp | 1293.02%-1278.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,377 | $3,689-62.7% | $3,262-57.8% | $4,761-71.1% |
| Participant deferral / active EE | $5,217 | $4,348+20.0% | $3,963+31.6% | $5,982-12.8% |
| Admin fee / account holder | $235 | $6,501-96.4% | $5,611-95.8% | $11,246-97.9% |