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 | $25,053 | $96,305-74.0% | $80,569-68.9% | $139,434-82.0% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 47.18% | 1350.08%-1302.9pp | 935.43%-888.2pp | 372.94%-325.8pp |
| Employer contribution / active EE | $4,520 | $3,262+38.6% | $2,723+66.0% | $4,751-4.9% |
| Participant deferral / active EE | $5,971 | $5,232+14.1% | $4,447+34.2% | $6,710-11.0% |
| Admin fee / account holder | $63 | $6,599-99.0% | $5,377-98.8% | $11,403-99.4% |