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 10-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 | $65,519 | $106,890-38.7% | $84,015-22.0% | $152,861-57.1% |
| Participation rate | 28.6% | 75.2%-46.7pp | 69.0%-40.4pp | 82.4%-53.9pp |
| Annual return | 28.58% | 104.99%-76.4pp | 71.31%-42.7pp | 345.32%-316.7pp |
| Employer contribution / active EE | $1,244 | $2,734-54.5% | $1,983-37.3% | $4,762-73.9% |
| Participant deferral / active EE | $4,418 | $4,011+10.1% | $3,239+36.4% | $5,850-24.5% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |