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 4-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 | $60,930 | $111,724-45.5% | $93,606-34.9% | $145,922-58.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 26.18% | 202.98%-176.8pp | 133.20%-107.0pp | 561.29%-535.1pp |
| Employer contribution / active EE | $2,070 | $3,090-33.0% | $2,420-14.5% | $4,660-55.6% |
| Participant deferral / active EE | $3,500 | $4,912-28.7% | $4,411-20.7% | $6,688-47.7% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |