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 | $62,603 | $27,915+124.3% | $58,482+7.0% | $75,163-16.7% |
| Participation rate | 1.7% | 38.8%-37.1pp | 50.9%-49.1pp | 67.2%-65.5pp |
| Annual return | 21.27% | 44.20%-22.9pp | 4239.32%-4218.0pp | 160.62%-139.4pp |
| Employer contribution / active EE | $97 | $669-85.4% | $1,053-90.7% | $2,670-96.3% |
| Participant deferral / active EE | $320 | $1,201-73.4% | $1,924-83.4% | $4,125-92.2% |
| Admin fee / account holder | $198 | $1,726-88.6% | $2,516-92.2% | $5,651-96.5% |