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 | $23,596 | $76,738-69.3% | $56,411-58.2% | $145,922-83.8% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 14.51% | 2994.23%-2979.7pp | 1701.33%-1686.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,345 | $1,380+69.9% | $1,039+125.8% | $4,660-49.7% |
| Participant deferral / active EE | $4,431 | $2,623+68.9% | $1,952+127.0% | $6,688-33.8% |
| Admin fee / account holder | $123 | $3,334-96.3% | $2,829-95.6% | $13,397-99.1% |