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 10-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 | $33,774 | $150,440-77.5% | $136,294-75.2% | $147,584-77.1% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 25.29% | 1049.08%-1023.8pp | 5155.94%-5130.6pp | 578.55%-553.3pp |
| Employer contribution / active EE | $9,399 | $5,256+78.8% | $4,695+100.2% | $4,876+92.7% |
| Participant deferral / active EE | $2,762 | $6,630-58.3% | $6,247-55.8% | $5,439-49.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |