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 | $27,895 | $155,788-82.1% | $124,672-77.6% | $167,490-83.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 12.53% | 17.97%-5.4pp | 5142.93%-5130.4pp | 478.56%-466.0pp |
| Employer contribution / active EE | $4,131 | $4,163-0.8% | $3,324+24.3% | $4,837-14.6% |
| Participant deferral / active EE | $14,438 | $5,673+154.5% | $4,614+212.9% | $6,341+127.7% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |