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 | $71,675 | $27,915+156.8% | $58,482+22.6% | $75,163-4.6% |
| Participation rate | 7.7% | 38.8%-31.1pp | 50.9%-43.2pp | 67.2%-59.5pp |
| Annual return | 33.69% | 44.20%-10.5pp | 4239.32%-4205.6pp | 160.62%-126.9pp |
| Employer contribution / active EE | $204 | $669-69.6% | $1,053-80.7% | $2,670-92.4% |
| Participant deferral / active EE | $1,152 | $1,201-4.1% | $1,924-40.1% | $4,125-72.1% |
| Admin fee / account holder | $11 | $1,726-99.3% | $2,516-99.5% | $5,651-99.8% |