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 6-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 | $23,038 | $185,200-87.6% | $142,863-83.9% | $167,490-86.2% |
| Participation rate | 57.1% | 78.4%-21.3pp | 71.9%-14.8pp | 82.1%-25.0pp |
| Annual return | 23.23% | 8555.70%-8532.5pp | 5637.54%-5614.3pp | 478.56%-455.3pp |
| Employer contribution / active EE | $1,200 | $5,604-78.6% | $4,144-71.0% | $4,837-75.2% |
| Participant deferral / active EE | $6,386 | $4,494+42.1% | $3,837+66.4% | $6,341+0.7% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |