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 | $31,284 | $34,308-8.8% | $74,701-58.1% | $72,985-57.1% |
| Participation rate | 9.1% | 42.4%-33.3pp | 54.5%-45.4pp | 69.5%-60.4pp |
| Annual return | 61.70% | 26.58%+35.1pp | 752.92%-691.2pp | 81.00%-19.3pp |
| Employer contribution / active EE | $176 | $692-74.6% | $1,084-83.8% | $2,440-92.8% |
| Participant deferral / active EE | $1,885 | $1,271+48.3% | $1,964-4.0% | $3,607-47.7% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |