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 7-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 | $71,385 | $70,606+1.1% | $53,898+32.4% | $142,382-49.9% |
| Participation rate | 22.2% | 63.7%-41.5pp | 55.0%-32.7pp | 80.1%-57.9pp |
| Annual return | 15.57% | 619.81%-604.2pp | 528.60%-513.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $689 | $1,202-42.6% | $932-26.0% | $4,299-84.0% |
| Participant deferral / active EE | $3,402 | $2,364+43.9% | $1,826+86.3% | $6,507-47.7% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |