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 | $71,281 | $102,966-30.8% | $90,281-21.0% | $152,861-53.4% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.4%-44.9pp |
| Annual return | 32.94% | 95.16%-62.2pp | 78.10%-45.2pp | 345.32%-312.4pp |
| Employer contribution / active EE | $1,697 | $3,139-45.9% | $2,854-40.6% | $4,762-64.4% |
| Participant deferral / active EE | $4,387 | $4,281+2.5% | $3,885+12.9% | $5,850-25.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |