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 10-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 | $49,920 | $70,606-29.3% | $53,898-7.4% | $142,382-64.9% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 13.93% | 619.81%-605.9pp | 528.60%-514.7pp | 217.08%-203.1pp |
| Employer contribution / active EE | $381 | $1,202-68.3% | $932-59.1% | $4,299-91.1% |
| Participant deferral / active EE | $1,346 | $2,364-43.1% | $1,826-26.3% | $6,507-79.3% |
| Admin fee / account holder | $72 | $2,852-97.5% | $2,491-97.1% | $12,624-99.4% |