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 | $12,951 | $96,305-86.6% | $80,569-83.9% | $139,434-90.7% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 52.37% | 1350.08%-1297.7pp | 935.43%-883.1pp | 372.94%-320.6pp |
| Employer contribution / active EE | $900 | $3,262-72.4% | $2,723-67.0% | $4,751-81.1% |
| Participant deferral / active EE | $4,755 | $5,232-9.1% | $4,447+6.9% | $6,710-29.1% |
| Admin fee / account holder | $97 | $6,599-98.5% | $5,377-98.2% | $11,403-99.2% |