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 4-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 | $38,573 | $105,126-63.3% | $94,646-59.2% | $139,434-72.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 20.53% | 38.03%-17.5pp | 156.71%-136.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,421 | $4,106-65.4% | $3,672-61.3% | $4,751-70.1% |
| Participant deferral / active EE | $2,577 | $7,599-66.1% | $7,418-65.3% | $6,710-61.6% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |