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 | $33,608 | $99,877-66.4% | $84,966-60.4% | $145,922-77.0% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 158.70% | 83.76%+74.9pp | 66.38%+92.3pp | 561.29%-402.6pp |
| Employer contribution / active EE | $1,073 | $3,231-66.8% | $2,727-60.6% | $4,660-77.0% |
| Participant deferral / active EE | $1,941 | $5,291-63.3% | $4,519-57.1% | $6,688-71.0% |
| Admin fee / account holder | $104 | $7,248-98.6% | $6,149-98.3% | $13,397-99.2% |