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 3-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 | $58,857 | $76,738-23.3% | $56,411+4.3% | $145,922-59.7% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 11.57% | 2994.23%-2982.7pp | 1701.33%-1689.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $764 | $1,380-44.6% | $1,039-26.4% | $4,660-83.6% |
| Participant deferral / active EE | $4,003 | $2,623+52.6% | $1,952+105.1% | $6,688-40.1% |
| Admin fee / account holder | $289 | $3,334-91.3% | $2,829-89.8% | $13,397-97.8% |