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 | $56,942 | $70,606-19.4% | $53,898+5.6% | $142,382-60.0% |
| Participation rate | 27.3% | 63.7%-36.4pp | 55.0%-27.7pp | 80.1%-52.8pp |
| Annual return | 12.78% | 619.81%-607.0pp | 528.60%-515.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $568 | $1,202-52.7% | $932-39.0% | $4,299-86.8% |
| Participant deferral / active EE | $2,169 | $2,364-8.2% | $1,826+18.8% | $6,507-66.7% |
| Admin fee / account holder | $45 | $2,852-98.4% | $2,491-98.2% | $12,624-99.6% |