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 5-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 | $39,178 | $27,915+40.3% | $58,482-33.0% | $75,163-47.9% |
| Participation rate | 20.0% | 38.8%-18.8pp | 50.9%-30.9pp | 67.2%-47.2pp |
| Annual return | 25.27% | 44.20%-18.9pp | 4239.32%-4214.1pp | 160.62%-135.4pp |
| Employer contribution / active EE | $338 | $669-49.4% | $1,053-67.9% | $2,670-87.3% |
| Participant deferral / active EE | $2,024 | $1,201+68.5% | $1,924+5.2% | $4,125-50.9% |
| Admin fee / account holder | $3 | $1,726-99.8% | $2,516-99.9% | $5,651-100.0% |