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 9-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 | $79,618 | $99,652-20.1% | $78,778+1.1% | $147,584-46.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 17.57% | 47.28%-29.7pp | 35.62%-18.0pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,258 | $2,796-55.0% | $1,986-36.6% | $4,876-74.2% |
| Participant deferral / active EE | $4,106 | $3,664+12.1% | $2,958+38.8% | $5,439-24.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |