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 | $39,222 | $173,345-77.4% | $136,007-71.2% | $145,922-73.1% |
| Participation rate | 62.5% | 80.5%-18.0pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 20.67% | 1163.32%-1142.7pp | 579.32%-558.7pp | 561.29%-540.6pp |
| Employer contribution / active EE | $1,899 | $5,278-64.0% | $4,217-55.0% | $4,660-59.3% |
| Participant deferral / active EE | $7,821 | $8,699-10.1% | $7,025+11.3% | $6,688+16.9% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |