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 10-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 | $30,971 | $81,625-62.1% | $58,482-47.0% | $139,434-77.8% |
| Participation rate | 43.8% | 61.3%-17.6pp | 50.9%-7.1pp | 80.3%-36.6pp |
| Annual return | 481.94% | 7404.20%-6922.3pp | 4239.32%-3757.4pp | 372.94%+109.0pp |
| Employer contribution / active EE | $168 | $1,398-88.0% | $1,053-84.1% | $4,751-96.5% |
| Participant deferral / active EE | $2,512 | $2,557-1.7% | $1,924+30.6% | $6,710-62.6% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |