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 3-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 | $14,697 | $156,846-90.6% | $121,098-87.9% | $139,434-89.5% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 25.14% | 1474.56%-1449.4pp | 985.75%-960.6pp | 372.94%-347.8pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,330 | $4,844-31.3% | $4,080-18.4% | $6,710-50.4% |
| Admin fee / account holder | $277 | $6,946-96.0% | $5,644-95.1% | $11,403-97.6% |