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 | $59,846 | $30,400+96.9% | $53,898+11.0% | $84,808-29.4% |
| Participation rate | 11.8% | 46.4%-34.7pp | 55.0%-43.2pp | 68.3%-56.5pp |
| Annual return | 26.02% | 500.19%-474.2pp | 528.60%-502.6pp | 40.90%-14.9pp |
| Employer contribution / active EE | $236 | $603-60.9% | $932-74.7% | $2,631-91.0% |
| Participant deferral / active EE | $1,471 | $1,199+22.7% | $1,826-19.5% | $4,212-65.1% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |