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 | $55,147 | $106,515-48.2% | $96,683-43.0% | $139,434-60.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 100.03% | 38.43%+61.6pp | 35.69%+64.3pp | 372.94%-272.9pp |
| Employer contribution / active EE | $1,770 | $4,103-56.9% | $3,737-52.6% | $4,751-62.7% |
| Participant deferral / active EE | $15,000 | $5,454+175.0% | $4,878+207.5% | $6,710+123.5% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |