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 | $30,939 | $112,881-72.6% | $90,951-66.0% | $158,922-80.5% |
| Participation rate | 27.3% | 74.7%-47.5pp | 69.0%-41.7pp | 82.0%-54.7pp |
| Annual return | 97.48% | 215.79%-118.3pp | 134.60%-37.1pp | 302.83%-205.3pp |
| Employer contribution / active EE | $497 | $2,893-82.8% | $2,122-76.6% | $4,761-89.6% |
| Participant deferral / active EE | $2,566 | $4,128-37.8% | $3,373-23.9% | $5,982-57.1% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |