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 8-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 | $42,583 | $115,770-63.2% | $101,248-57.9% | $158,922-73.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 13.38% | 56.14%-42.8pp | 46.47%-33.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,771 | $4,175-57.6% | $3,660-51.6% | $4,761-62.8% |
| Participant deferral / active EE | $4,172 | $4,957-15.8% | $4,370-4.5% | $5,982-30.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |