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 5-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 | $14,345 | $102,604-86.0% | $86,188-83.4% | $139,434-89.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 54.14% | 1922.51%-1868.4pp | 1168.45%-1114.3pp | 372.94%-318.8pp |
| Employer contribution / active EE | $2,230 | $3,032-26.5% | $2,380-6.3% | $4,751-53.1% |
| Participant deferral / active EE | $2,814 | $4,676-39.8% | $3,985-29.4% | $6,710-58.1% |
| Admin fee / account holder | $61 | $8,657-99.3% | $6,852-99.1% | $11,403-99.5% |