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 6-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 | $78,490 | $117,841-33.4% | $102,423-23.4% | $145,922-46.2% |
| Participation rate | 46.7% | 78.6%-31.9pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 81.29% | 31.65%+49.6pp | 29.32%+52.0pp | 561.29%-480.0pp |
| Employer contribution / active EE | $1,444 | $3,615-60.0% | $3,023-52.2% | $4,660-69.0% |
| Participant deferral / active EE | $1,856 | $5,731-67.6% | $5,053-63.3% | $6,688-72.3% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |