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 | $18,707 | $72,400-74.2% | $67,502-72.3% | $145,922-87.2% |
| Participation rate | 47.6% | 76.9%-29.2pp | 72.9%-25.3pp | 80.3%-32.7pp |
| Annual return | 18.70% | 7182.46%-7163.8pp | 3512.12%-3493.4pp | 561.29%-542.6pp |
| Employer contribution / active EE | $829 | $3,069-73.0% | $2,731-69.6% | $4,660-82.2% |
| Participant deferral / active EE | $970 | $4,783-79.7% | $4,000-75.7% | $6,688-85.5% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |