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 | $61,559 | $81,625-24.6% | $58,482+5.3% | $139,434-55.9% |
| Participation rate | 10.5% | 61.3%-50.8pp | 50.9%-40.3pp | 80.3%-69.8pp |
| Annual return | 11.22% | 7404.20%-7393.0pp | 4239.32%-4228.1pp | 372.94%-361.7pp |
| Employer contribution / active EE | $489 | $1,398-65.0% | $1,053-53.6% | $4,751-89.7% |
| Participant deferral / active EE | $2,632 | $2,557+2.9% | $1,924+36.8% | $6,710-60.8% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |