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 7-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 | $39,858 | $100,852-60.5% | $90,404-55.9% | $158,922-74.9% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 46.41% | 1724.20%-1677.8pp | 1293.02%-1246.6pp | 302.83%-256.4pp |
| Employer contribution / active EE | $212 | $3,689-94.3% | $3,262-93.5% | $4,761-95.6% |
| Participant deferral / active EE | $4,800 | $4,348+10.4% | $3,963+21.1% | $5,982-19.8% |
| Admin fee / account holder | $124 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |