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 | $102,272 | $27,915+266.4% | $58,482+74.9% | $75,163+36.1% |
| Participation rate | 14.6% | 38.8%-24.3pp | 50.9%-36.3pp | 67.2%-52.6pp |
| Annual return | 421.33% | 44.20%+377.1pp | 4239.32%-3818.0pp | 160.62%+260.7pp |
| Employer contribution / active EE | $301 | $669-54.9% | $1,053-71.4% | $2,670-88.7% |
| Participant deferral / active EE | $1,493 | $1,201+24.3% | $1,924-22.4% | $4,125-63.8% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |