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 | $41,858 | $76,738-45.5% | $56,411-25.8% | $145,922-71.3% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 16.47% | 2994.23%-2977.8pp | 1701.33%-1684.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,754 | $1,380+27.1% | $1,039+68.9% | $4,660-62.4% |
| Participant deferral / active EE | $4,700 | $2,623+79.2% | $1,952+140.8% | $6,688-29.7% |
| Admin fee / account holder | $143 | $3,334-95.7% | $2,829-95.0% | $13,397-98.9% |