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 | $48,172 | $70,606-31.8% | $53,898-10.6% | $142,382-66.2% |
| Participation rate | 44.4% | 63.7%-19.3pp | 55.0%-10.5pp | 80.1%-35.7pp |
| Annual return | 23.09% | 619.81%-596.7pp | 528.60%-505.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $859 | $1,202-28.6% | $932-7.9% | $4,299-80.0% |
| Participant deferral / active EE | $5,189 | $2,364+119.5% | $1,826+184.1% | $6,507-20.3% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |