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 5-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 | $56,604 | $70,606-19.8% | $53,898+5.0% | $142,382-60.2% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 22.25% | 619.81%-597.6pp | 528.60%-506.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $525 | $1,202-56.4% | $932-43.7% | $4,299-87.8% |
| Participant deferral / active EE | $2,606 | $2,364+10.2% | $1,826+42.7% | $6,507-60.0% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |