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 | $34,350 | $88,751-61.3% | $81,812-58.0% | $145,922-76.5% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.3%-15.2pp | 80.3%-23.1pp |
| Annual return | 30.75% | 1025.40%-994.6pp | 773.79%-743.0pp | 561.29%-530.5pp |
| Employer contribution / active EE | $2,311 | $3,083-25.1% | $2,912-20.7% | $4,660-50.4% |
| Participant deferral / active EE | $6,142 | $4,643+32.3% | $4,319+42.2% | $6,688-8.2% |
| Admin fee / account holder | $50 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |