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 | $18,992 | $96,305-80.3% | $80,569-76.4% | $139,434-86.4% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 57.86% | 1350.08%-1292.2pp | 935.43%-877.6pp | 372.94%-315.1pp |
| Employer contribution / active EE | $1,470 | $3,262-55.0% | $2,723-46.0% | $4,751-69.1% |
| Participant deferral / active EE | $2,691 | $5,232-48.6% | $4,447-39.5% | $6,710-59.9% |
| Admin fee / account holder | $93 | $6,599-98.6% | $5,377-98.3% | $11,403-99.2% |