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 7-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 | $25,807 | $100,852-74.4% | $90,404-71.5% | $158,922-83.8% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.7%-60.2pp | 82.0%-69.5pp |
| Annual return | 37.32% | 1724.20%-1686.9pp | 1293.02%-1255.7pp | 302.83%-265.5pp |
| Employer contribution / active EE | $201 | $3,689-94.5% | $3,262-93.8% | $4,761-95.8% |
| Participant deferral / active EE | $1,459 | $4,348-66.4% | $3,963-63.2% | $5,982-75.6% |
| Admin fee / account holder | $49 | $6,501-99.2% | $5,611-99.1% | $11,246-99.6% |