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 7-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 | $22,648 | $60,124-62.3% | $90,404-74.9% | $79,858-71.6% |
| Participation rate | 48.1% | 65.0%-16.8pp | 72.7%-24.5pp | 69.6%-21.5pp |
| Annual return | 23.90% | 71.94%-48.0pp | 1293.02%-1269.1pp | 31.71%-7.8pp |
| Employer contribution / active EE | $433 | $2,068-79.1% | $3,262-86.7% | $2,471-82.5% |
| Participant deferral / active EE | $2,516 | $2,938-14.4% | $3,963-36.5% | $3,740-32.7% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |