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 8-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 | $23,338 | $97,757-76.1% | $83,848-72.2% | $135,375-82.8% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | 572.68% | 1287.37%-714.7pp | 850.88%-278.2pp | 519.73%+52.9pp |
| Employer contribution / active EE | $1,197 | $4,222-71.6% | $3,631-67.0% | $4,779-74.9% |
| Participant deferral / active EE | $3,185 | $4,682-32.0% | $4,082-22.0% | $5,609-43.2% |
| Admin fee / account holder | $147 | $6,674-97.8% | $5,478-97.3% | $10,827-98.6% |