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 4-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 | $25,538 | $81,625-68.7% | $58,482-56.3% | $139,434-81.7% |
| Participation rate | 53.3% | 61.3%-8.0pp | 50.9%+2.5pp | 80.3%-27.0pp |
| Annual return | 35.46% | 7404.20%-7368.7pp | 4239.32%-4203.9pp | 372.94%-337.5pp |
| Employer contribution / active EE | $1,357 | $1,398-2.9% | $1,053+28.9% | $4,751-71.4% |
| Participant deferral / active EE | $4,954 | $2,557+93.8% | $1,924+157.5% | $6,710-26.2% |
| Admin fee / account holder | $18 | $3,265-99.4% | $2,516-99.3% | $11,403-99.8% |