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 | $80,550 | $99,020-18.7% | $86,590-7.0% | $147,584-45.4% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 20.42% | 1312.34%-1291.9pp | 964.84%-944.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $344 | $3,132-89.0% | $2,839-87.9% | $4,876-93.0% |
| Participant deferral / active EE | $3,402 | $3,972-14.4% | $3,609-5.7% | $5,439-37.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |