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 | $64,784 | $110,502-41.4% | $80,716-19.7% | $167,490-61.3% |
| Participation rate | 15.8% | 64.0%-48.2pp | 54.2%-38.4pp | 82.1%-66.3pp |
| Annual return | 41.17% | 120.54%-79.4pp | 87.28%-46.1pp | 478.56%-437.4pp |
| Employer contribution / active EE | $414 | $1,543-73.1% | $1,160-64.3% | $4,837-91.4% |
| Participant deferral / active EE | $2,959 | $2,871+3.1% | $2,146+37.9% | $6,341-53.3% |
| Admin fee / account holder | $1 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |