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 8-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 | $14,377 | $76,000-81.1% | $154,107-90.7% | $64,186-77.6% |
| Participation rate | 52.4% | 70.4%-18.0pp | 83.0%-30.7pp | 69.6%-17.2pp |
| Annual return | 171.71% | 30.32%+141.4pp | 735.12%-563.4pp | 7.63%+164.1pp |
| Employer contribution / active EE | $619 | $3,351-81.5% | $5,298-88.3% | $2,381-74.0% |
| Participant deferral / active EE | $2,890 | $3,175-9.0% | $5,081-43.1% | $3,470-16.7% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |