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 | $55,725 | $81,625-31.7% | $58,482-4.7% | $139,434-60.0% |
| Participation rate | 11.1% | 61.3%-50.2pp | 50.9%-39.7pp | 80.3%-69.2pp |
| Annual return | 15.24% | 7404.20%-7389.0pp | 4239.32%-4224.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $463 | $1,398-66.9% | $1,053-56.1% | $4,751-90.3% |
| Participant deferral / active EE | $578 | $2,557-77.4% | $1,924-70.0% | $6,710-91.4% |
| Admin fee / account holder | $256 | $3,265-92.2% | $2,516-89.8% | $11,403-97.8% |