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 9-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 | $54,934 | $113,339-51.5% | $94,993-42.2% | $147,584-62.8% |
| Participation rate | 33.3% | 78.0%-44.6pp | 73.9%-40.6pp | 82.8%-49.5pp |
| Annual return | 17.05% | 20.77%-3.7pp | 27.12%-10.1pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,016 | $3,160-67.9% | $2,603-61.0% | $4,876-79.2% |
| Participant deferral / active EE | $9,334 | $3,777+147.1% | $3,317+181.4% | $5,439+71.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |