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 | $19,540 | $48,570-59.8% | $130,648-85.0% | $72,985-73.2% |
| Participation rate | 54.1% | 58.6%-4.5pp | 71.7%-17.7pp | 69.5%-15.4pp |
| Annual return | 47.87% | 38.63%+9.2pp | 1708.96%-1661.1pp | 81.00%-33.1pp |
| Employer contribution / active EE | $490 | $1,334-63.3% | $4,092-88.0% | $2,440-79.9% |
| Participant deferral / active EE | $1,564 | $2,384-34.4% | $3,603-56.6% | $3,607-56.6% |
| Admin fee / account holder | $156 | $3,549-95.6% | $5,464-97.1% | $5,124-96.9% |