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 | $11,474 | $70,606-83.7% | $53,898-78.7% | $142,382-91.9% |
| Participation rate | 62.5% | 63.7%-1.2pp | 55.0%+7.5pp | 80.1%-17.6pp |
| Annual return | 52.14% | 619.81%-567.7pp | 528.60%-476.5pp | 217.08%-164.9pp |
| Employer contribution / active EE | $1,335 | $1,202+11.0% | $932+43.2% | $4,299-68.9% |
| Participant deferral / active EE | $3,606 | $2,364+52.5% | $1,826+97.5% | $6,507-44.6% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |