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 | $39,333 | $96,635-59.3% | $86,612-54.6% | $139,434-71.8% |
| Participation rate | 53.3% | 74.4%-21.1pp | 71.7%-18.4pp | 80.3%-27.0pp |
| Annual return | 16.80% | 106.41%-89.6pp | 591.07%-574.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,367 | $3,263-58.1% | $3,022-54.8% | $4,751-71.2% |
| Participant deferral / active EE | $1,894 | $4,836-60.8% | $4,438-57.3% | $6,710-71.8% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |