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 | $32,499 | $96,305-66.3% | $80,569-59.7% | $139,434-76.7% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 40.26% | 1350.08%-1309.8pp | 935.43%-895.2pp | 372.94%-332.7pp |
| Employer contribution / active EE | $737 | $3,262-77.4% | $2,723-72.9% | $4,751-84.5% |
| Participant deferral / active EE | $5,933 | $5,232+13.4% | $4,447+33.4% | $6,710-11.6% |
| Admin fee / account holder | $32 | $6,599-99.5% | $5,377-99.4% | $11,403-99.7% |