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 8-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 | $48,156 | $84,695-43.1% | $73,843-34.8% | $125,391-61.6% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.4%-73.4pp | 83.2%-83.2pp |
| Annual return | 0.98% | 3123.53%-3122.5pp | 2267.84%-2266.9pp | 282.22%-281.2pp |
| Employer contribution / active EE | $6,316 | $3,123+102.2% | $2,787+126.6% | $4,866+29.8% |
| Participant deferral / active EE | $3,158 | $3,992-20.9% | $3,583-11.9% | $5,352-41.0% |
| Admin fee / account holder | $12 | $5,691-99.8% | $4,880-99.8% | $9,540-99.9% |