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 9-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 | $50,399 | $108,642-53.6% | $74,701-32.5% | $152,861-67.0% |
| Participation rate | 66.7% | 65.3%+1.3pp | 54.5%+12.2pp | 82.4%-15.8pp |
| Annual return | 1.40% | 114.06%-112.7pp | 752.92%-751.5pp | 345.32%-343.9pp |
| Employer contribution / active EE | $469 | $1,503-68.8% | $1,084-56.7% | $4,762-90.2% |
| Participant deferral / active EE | $469 | $2,712-82.7% | $1,964-76.1% | $5,850-92.0% |
| Admin fee / account holder | $3 | $4,902-99.9% | $3,333-99.9% | $11,596-100.0% |