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 | $70,480 | $70,606-0.2% | $53,898+30.8% | $142,382-50.5% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 16.01% | 619.81%-603.8pp | 528.60%-512.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $492 | $1,202-59.0% | $932-47.2% | $4,299-88.5% |
| Participant deferral / active EE | $2,855 | $2,364+20.8% | $1,826+56.3% | $6,507-56.1% |
| Admin fee / account holder | $232 | $2,852-91.9% | $2,491-90.7% | $12,624-98.2% |