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 8-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 | $34,094 | $176,056-80.6% | $159,436-78.6% | $167,490-79.6% |
| Participation rate | 38.5% | 84.9%-46.5pp | 82.8%-44.4pp | 82.1%-43.6pp |
| Annual return | 21.81% | 331.75%-309.9pp | 263.57%-241.8pp | 478.56%-456.7pp |
| Employer contribution / active EE | $1,872 | $5,297-64.7% | $4,829-61.2% | $4,837-61.3% |
| Participant deferral / active EE | $3,750 | $7,750-51.6% | $7,352-49.0% | $6,341-40.9% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |