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 | $65,375 | $121,625-46.2% | $104,607-37.5% | $158,922-58.9% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 24.04% | 465.26%-441.2pp | 340.46%-316.4pp | 302.83%-278.8pp |
| Employer contribution / active EE | $2,203 | $3,163-30.4% | $2,681-17.8% | $4,761-53.7% |
| Participant deferral / active EE | $8,667 | $4,177+107.5% | $3,740+131.8% | $5,982+44.9% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |