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 8-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 | $27,258 | $60,124-54.7% | $90,404-69.8% | $79,858-65.9% |
| Participation rate | 14.6% | 65.0%-50.4pp | 72.7%-58.1pp | 69.6%-55.0pp |
| Annual return | 36.65% | 71.94%-35.3pp | 1293.02%-1256.4pp | 31.71%+4.9pp |
| Employer contribution / active EE | $220 | $2,068-89.3% | $3,262-93.2% | $2,471-91.1% |
| Participant deferral / active EE | $929 | $2,938-68.4% | $3,963-76.6% | $3,740-75.2% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |