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 | $37,108 | $70,756-47.6% | $65,493-43.3% | $142,382-73.9% |
| Participation rate | 45.5% | 77.4%-31.9pp | 73.1%-27.6pp | 80.1%-34.7pp |
| Annual return | 14.07% | 1754.89%-1740.8pp | 982.45%-968.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $769 | $2,881-73.3% | $2,574-70.1% | $4,299-82.1% |
| Participant deferral / active EE | $4,411 | $4,637-4.9% | $3,961+11.4% | $6,507-32.2% |
| Admin fee / account holder | $66 | $6,559-99.0% | $5,028-98.7% | $12,624-99.5% |