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 | $30,647 | $81,625-62.5% | $58,482-47.6% | $139,434-78.0% |
| Participation rate | 20.8% | 61.3%-40.5pp | 50.9%-30.0pp | 80.3%-59.5pp |
| Annual return | 20.15% | 7404.20%-7384.0pp | 4239.32%-4219.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $534 | $1,398-61.8% | $1,053-49.3% | $4,751-88.8% |
| Participant deferral / active EE | $2,917 | $2,557+14.1% | $1,924+51.6% | $6,710-56.5% |
| Admin fee / account holder | $112 | $3,265-96.6% | $2,516-95.6% | $11,403-99.0% |