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 | $31,872 | $99,877-68.1% | $84,966-62.5% | $145,922-78.2% |
| Participation rate | 35.7% | 74.1%-38.4pp | 67.5%-31.8pp | 80.3%-44.6pp |
| Annual return | 51.05% | 83.76%-32.7pp | 66.38%-15.3pp | 561.29%-510.2pp |
| Employer contribution / active EE | $941 | $3,231-70.9% | $2,727-65.5% | $4,660-79.8% |
| Participant deferral / active EE | $2,274 | $5,291-57.0% | $4,519-49.7% | $6,688-66.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |