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 | $38,793 | $102,966-62.3% | $90,281-57.0% | $152,861-74.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 30.69% | 95.16%-64.5pp | 78.10%-47.4pp | 345.32%-314.6pp |
| Employer contribution / active EE | $2,698 | $3,139-14.0% | $2,854-5.5% | $4,762-43.4% |
| Participant deferral / active EE | $4,944 | $4,281+15.5% | $3,885+27.2% | $5,850-15.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |