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 9-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 | $41,578 | $152,587-72.8% | $125,175-66.8% | $152,861-72.8% |
| Participation rate | 42.9% | 83.3%-40.5pp | 79.8%-36.9pp | 82.4%-39.6pp |
| Annual return | 26.00% | 54.84%-28.8pp | 43.79%-17.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,133 | $4,946-77.1% | $3,865-70.7% | $4,762-76.2% |
| Participant deferral / active EE | $3,169 | $5,868-46.0% | $4,937-35.8% | $5,850-45.8% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |