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 3-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 | $26,373 | $169,032-84.4% | $129,207-79.6% | $145,922-81.9% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 24.29% | 14330.11%-14305.8pp | 9417.33%-9393.0pp | 561.29%-537.0pp |
| Employer contribution / active EE | $3,383 | $5,537-38.9% | $4,153-18.5% | $4,660-27.4% |
| Participant deferral / active EE | $5,792 | $4,987+16.1% | $4,168+39.0% | $6,688-13.4% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |