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 | $3,560 | $81,625-95.6% | $58,482-93.9% | $139,434-97.4% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 261.79% | 7404.20%-7142.4pp | 4239.32%-3977.5pp | 372.94%-111.2pp |
| Employer contribution / active EE | $689 | $1,398-50.7% | $1,053-34.6% | $4,751-85.5% |
| Participant deferral / active EE | $869 | $2,557-66.0% | $1,924-54.9% | $6,710-87.1% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |