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 | $87,755 | $30,400+188.7% | $53,898+62.8% | $84,808+3.5% |
| Participation rate | 17.6% | 46.4%-28.8pp | 55.0%-37.3pp | 68.3%-50.7pp |
| Annual return | 57.71% | 500.19%-442.5pp | 528.60%-470.9pp | 40.90%+16.8pp |
| Employer contribution / active EE | $1,578 | $603+161.8% | $932+69.3% | $2,631-40.0% |
| Participant deferral / active EE | $522 | $1,199-56.4% | $1,826-71.4% | $4,212-87.6% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |