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 | $34,672 | $150,187-76.9% | $120,354-71.2% | $145,922-76.2% |
| Participation rate | 33.3% | 78.8%-45.4pp | 71.9%-38.6pp | 80.3%-46.9pp |
| Annual return | 11.78% | 154.07%-142.3pp | 107.15%-95.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $992 | $4,348-77.2% | $3,463-71.4% | $4,660-78.7% |
| Participant deferral / active EE | $2,480 | $6,173-59.8% | $4,991-50.3% | $6,688-62.9% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |