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 | $22,929 | $70,756-67.6% | $65,493-65.0% | $142,382-83.9% |
| Participation rate | 56.3% | 77.4%-21.1pp | 73.1%-16.8pp | 80.1%-23.9pp |
| Annual return | 19.19% | 1754.89%-1735.7pp | 982.45%-963.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,074 | $4,637-33.7% | $3,961-22.4% | $6,507-52.8% |
| Admin fee / account holder | $64 | $6,559-99.0% | $5,028-98.7% | $12,624-99.5% |