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 | $51,265 | $70,606-27.4% | $53,898-4.9% | $142,382-64.0% |
| Participation rate | 17.4% | 63.7%-46.3pp | 55.0%-37.6pp | 80.1%-62.7pp |
| Annual return | 34.75% | 619.81%-585.1pp | 528.60%-493.9pp | 217.08%-182.3pp |
| Employer contribution / active EE | $279 | $1,202-76.8% | $932-70.1% | $4,299-93.5% |
| Participant deferral / active EE | $2,135 | $2,364-9.7% | $1,826+16.9% | $6,507-67.2% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |