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 | $49,210 | $29,660+65.9% | $56,411-12.8% | $80,856-39.1% |
| Participation rate | 20.0% | 41.6%-21.6pp | 52.5%-32.5pp | 67.6%-47.6pp |
| Annual return | 10.97% | 35.23%-24.3pp | 1701.33%-1690.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $471 | $669-29.6% | $1,039-54.6% | $2,755-82.9% |
| Participant deferral / active EE | $2,569 | $1,226+109.5% | $1,952+31.6% | $4,296-40.2% |
| Admin fee / account holder | $176 | $2,428-92.8% | $2,829-93.8% | $6,918-97.5% |