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 | $15,350 | $100,852-84.8% | $90,404-83.0% | $158,922-90.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 48.85% | 1724.20%-1675.4pp | 1293.02%-1244.2pp | 302.83%-254.0pp |
| Employer contribution / active EE | $1,134 | $3,689-69.3% | $3,262-65.2% | $4,761-76.2% |
| Participant deferral / active EE | $3,734 | $4,348-14.1% | $3,963-5.8% | $5,982-37.6% |
| Admin fee / account holder | $27 | $6,501-99.6% | $5,611-99.5% | $11,246-99.8% |