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 6-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 | $32,020 | $88,751-63.9% | $81,812-60.9% | $145,922-78.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.42% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,531 | $3,083-17.9% | $2,912-13.1% | $4,660-45.7% |
| Participant deferral / active EE | $3,307 | $4,643-28.8% | $4,319-23.4% | $6,688-50.5% |
| Admin fee / account holder | $273 | $8,415-96.8% | $7,386-96.3% | $13,397-98.0% |