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 | $14,755 | $156,846-90.6% | $121,098-87.8% | $139,434-89.4% |
| Participation rate | 45.5% | 76.4%-31.0pp | 69.5%-24.0pp | 80.3%-34.9pp |
| Annual return | 74.94% | 1474.56%-1399.6pp | 985.75%-910.8pp | 372.94%-298.0pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,211 | $4,844+28.2% | $4,080+52.2% | $6,710-7.4% |
| Admin fee / account holder | $155 | $6,946-97.8% | $5,644-97.2% | $11,403-98.6% |