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 | $3,632 | $81,625-95.6% | $58,482-93.8% | $139,434-97.4% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 56.59% | 7404.20%-7347.6pp | 4239.32%-4182.7pp | 372.94%-316.4pp |
| Employer contribution / active EE | $807 | $1,398-42.3% | $1,053-23.4% | $4,751-83.0% |
| Participant deferral / active EE | $919 | $2,557-64.0% | $1,924-52.2% | $6,710-86.3% |
| Admin fee / account holder | $4 | $3,265-99.9% | $2,516-99.9% | $11,403-100.0% |