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 | $32,234 | $159,901-79.8% | $146,958-78.1% | $145,922-77.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 242.74% | 98.13%+144.6pp | 418.34%-175.6pp | 561.29%-318.5pp |
| Employer contribution / active EE | $2,112 | $5,286-60.0% | $4,933-57.2% | $4,660-54.7% |
| Participant deferral / active EE | $5,279 | $8,428-37.4% | $8,070-34.6% | $6,688-21.1% |
| Admin fee / account holder | $34 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |