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 | $47,909 | $29,660+61.5% | $56,411-15.1% | $80,856-40.7% |
| Participation rate | 10.3% | 41.6%-31.3pp | 52.5%-42.1pp | 67.6%-57.3pp |
| Annual return | 12.73% | 35.23%-22.5pp | 1701.33%-1688.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $186 | $669-72.2% | $1,039-82.1% | $2,755-93.2% |
| Participant deferral / active EE | $1,330 | $1,226+8.5% | $1,952-31.9% | $4,296-69.0% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |