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 | $78,045 | $111,724-30.1% | $93,606-16.6% | $145,922-46.5% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 9.19% | 202.98%-193.8pp | 133.20%-124.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $731 | $3,090-76.3% | $2,420-69.8% | $4,660-84.3% |
| Participant deferral / active EE | $8,144 | $4,912+65.8% | $4,411+84.6% | $6,688+21.8% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |