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 | $45,042 | $29,660+51.9% | $56,411-20.2% | $80,856-44.3% |
| Participation rate | 16.0% | 41.6%-25.6pp | 52.5%-36.5pp | 67.6%-51.6pp |
| Annual return | 20.25% | 35.23%-15.0pp | 1701.33%-1681.1pp | 35.59%-15.3pp |
| Employer contribution / active EE | $322 | $669-51.9% | $1,039-69.0% | $2,755-88.3% |
| Participant deferral / active EE | $1,253 | $1,226+2.2% | $1,952-35.8% | $4,296-70.8% |
| Admin fee / account holder | $59 | $2,428-97.6% | $2,829-97.9% | $6,918-99.1% |