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 7-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 | $41,593 | $78,672-47.1% | $109,143-61.9% | $85,850-51.6% |
| Participation rate | 32.0% | 68.3%-36.3pp | 75.9%-43.9pp | 69.3%-37.3pp |
| Annual return | 111.51% | 25.09%+86.4pp | 25.75%+85.8pp | 318.53%-207.0pp |
| Employer contribution / active EE | $1,086 | $2,735-60.3% | $3,722-70.8% | $2,565-57.6% |
| Participant deferral / active EE | $1,884 | $3,467-45.7% | $4,653-59.5% | $3,952-52.3% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |