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 | $58,200 | $158,398-63.3% | $126,539-54.0% | $142,382-59.1% |
| Participation rate | 40.0% | 75.8%-35.8pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 24.08% | 593.76%-569.7pp | 425.95%-401.9pp | 217.08%-193.0pp |
| Employer contribution / active EE | $835 | $4,650-82.1% | $3,674-77.3% | $4,299-80.6% |
| Participant deferral / active EE | $3,940 | $4,767-17.3% | $4,083-3.5% | $6,507-39.5% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |