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 | $9,427 | $81,625-88.5% | $58,482-83.9% | $139,434-93.2% |
| Participation rate | 35.7% | 61.3%-25.6pp | 50.9%-15.1pp | 80.3%-44.6pp |
| Annual return | 64.08% | 7404.20%-7340.1pp | 4239.32%-4175.2pp | 372.94%-308.9pp |
| Employer contribution / active EE | $672 | $1,398-52.0% | $1,053-36.2% | $4,751-85.9% |
| Participant deferral / active EE | $1,961 | $2,557-23.3% | $1,924+1.9% | $6,710-70.8% |
| Admin fee / account holder | $70 | $3,265-97.9% | $2,516-97.2% | $11,403-99.4% |