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 4-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 | $18,874 | $96,305-80.4% | $80,569-76.6% | $139,434-86.5% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 22.23% | 1350.08%-1327.9pp | 935.43%-913.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,007 | $3,262-38.5% | $2,723-26.3% | $4,751-57.8% |
| Participant deferral / active EE | $2,007 | $5,232-61.6% | $4,447-54.9% | $6,710-70.1% |
| Admin fee / account holder | $137 | $6,599-97.9% | $5,377-97.5% | $11,403-98.8% |