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 | $4,032 | $81,625-95.1% | $58,482-93.1% | $139,434-97.1% |
| Participation rate | 68.4% | 61.3%+7.1pp | 50.9%+17.6pp | 80.3%-11.9pp |
| Annual return | 35.55% | 7404.20%-7368.6pp | 4239.32%-4203.8pp | 372.94%-337.4pp |
| Employer contribution / active EE | $1,203 | $1,398-13.9% | $1,053+14.3% | $4,751-74.7% |
| Participant deferral / active EE | $1,624 | $2,557-36.5% | $1,924-15.6% | $6,710-75.8% |
| Admin fee / account holder | $144 | $3,265-95.6% | $2,516-94.3% | $11,403-98.7% |