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 8-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 | $9,943 | $100,852-90.1% | $90,404-89.0% | $158,922-93.7% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.7%-19.3pp | 82.0%-28.6pp |
| Annual return | 29.83% | 1724.20%-1694.4pp | 1293.02%-1263.2pp | 302.83%-273.0pp |
| Employer contribution / active EE | $2,216 | $3,689-39.9% | $3,262-32.1% | $4,761-53.5% |
| Participant deferral / active EE | $4,008 | $4,348-7.8% | $3,963+1.1% | $5,982-33.0% |
| Admin fee / account holder | $50 | $6,501-99.2% | $5,611-99.1% | $11,246-99.6% |