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 10-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 | $33,068 | $156,846-78.9% | $121,098-72.7% | $139,434-76.3% |
| Participation rate | 38.9% | 76.4%-37.5pp | 69.5%-30.6pp | 80.3%-41.4pp |
| Annual return | 466.37% | 1474.56%-1008.2pp | 985.75%-519.4pp | 372.94%+93.4pp |
| Employer contribution / active EE | $467 | $5,536-91.6% | $4,164-88.8% | $4,751-90.2% |
| Participant deferral / active EE | $652 | $4,844-86.6% | $4,080-84.0% | $6,710-90.3% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |