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 6-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 | $54,315 | $27,915+94.6% | $58,482-7.1% | $75,163-27.7% |
| Participation rate | 17.9% | 38.8%-21.0pp | 50.9%-33.0pp | 67.2%-49.3pp |
| Annual return | 24.78% | 44.20%-19.4pp | 4239.32%-4214.5pp | 160.62%-135.8pp |
| Employer contribution / active EE | $441 | $669-34.1% | $1,053-58.1% | $2,670-83.5% |
| Participant deferral / active EE | $1,817 | $1,201+51.2% | $1,924-5.6% | $4,125-56.0% |
| Admin fee / account holder | $1 | $1,726-99.9% | $2,516-100.0% | $5,651-100.0% |