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 | $11,462 | $102,966-88.9% | $90,281-87.3% | $152,861-92.5% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.4%-26.9pp |
| Annual return | 29.94% | 95.16%-65.2pp | 78.10%-48.2pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,148 | $3,139-63.4% | $2,854-59.8% | $4,762-75.9% |
| Participant deferral / active EE | $1,425 | $4,281-66.7% | $3,885-63.3% | $5,850-75.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |