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 8-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 | $58,927 | $99,020-40.5% | $86,590-31.9% | $147,584-60.1% |
| Participation rate | 30.0% | 76.3%-46.3pp | 73.5%-43.5pp | 82.8%-52.8pp |
| Annual return | 34.09% | 1312.34%-1278.2pp | 964.84%-930.8pp | 578.55%-544.5pp |
| Employer contribution / active EE | $1,620 | $3,132-48.3% | $2,839-42.9% | $4,876-66.8% |
| Participant deferral / active EE | $3,545 | $3,972-10.7% | $3,609-1.8% | $5,439-34.8% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |