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 4-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 | $9,301 | $158,398-94.1% | $126,539-92.6% | $142,382-93.5% |
| Participation rate | 30.8% | 75.8%-45.0pp | 69.8%-39.0pp | 80.1%-49.4pp |
| Annual return | 25.80% | 593.76%-568.0pp | 425.95%-400.2pp | 217.08%-191.3pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,416 | $4,767-49.3% | $4,083-40.8% | $6,507-62.9% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |