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 6-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 | $61,431 | $156,846-60.8% | $121,098-49.3% | $139,434-55.9% |
| Participation rate | 58.3% | 76.4%-18.1pp | 69.5%-11.2pp | 80.3%-22.0pp |
| Annual return | 31.12% | 1474.56%-1443.4pp | 985.75%-954.6pp | 372.94%-341.8pp |
| Employer contribution / active EE | $445 | $5,536-92.0% | $4,164-89.3% | $4,751-90.6% |
| Participant deferral / active EE | $5,175 | $4,844+6.8% | $4,080+26.8% | $6,710-22.9% |
| Admin fee / account holder | $86 | $6,946-98.8% | $5,644-98.5% | $11,403-99.2% |