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 | $13,155 | $102,604-87.2% | $86,188-84.7% | $139,434-90.6% |
| Participation rate | 52.4% | 74.5%-22.1pp | 69.0%-16.6pp | 80.3%-27.9pp |
| Annual return | 28.51% | 1922.51%-1894.0pp | 1168.45%-1139.9pp | 372.94%-344.4pp |
| Employer contribution / active EE | $1,041 | $3,032-65.7% | $2,380-56.3% | $4,751-78.1% |
| Participant deferral / active EE | $3,998 | $4,676-14.5% | $3,985+0.3% | $6,710-40.4% |
| Admin fee / account holder | $19 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |