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 | $24,610 | $78,672-68.7% | $109,143-77.5% | $85,850-71.3% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.6pp |
| Annual return | 124.68% | 25.09%+99.6pp | 25.75%+98.9pp | 318.53%-193.9pp |
| Employer contribution / active EE | $3,134 | $2,735+14.6% | $3,722-15.8% | $2,565+22.2% |
| Participant deferral / active EE | $1,565 | $3,467-54.9% | $4,653-66.4% | $3,952-60.4% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |