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 | $50,814 | $109,327-53.5% | $89,391-43.2% | $158,922-68.0% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | 31.56% | 345.68%-314.1pp | 245.62%-214.1pp | 302.83%-271.3pp |
| Employer contribution / active EE | $1,070 | $3,170-66.3% | $2,586-58.6% | $4,761-77.5% |
| Participant deferral / active EE | $3,115 | $4,598-32.3% | $3,890-19.9% | $5,982-47.9% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |