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 | $24,424 | $107,334-77.2% | $92,893-73.7% | $152,861-84.0% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 35.65% | 145.58%-109.9pp | 109.41%-73.8pp | 345.32%-309.7pp |
| Employer contribution / active EE | $2,225 | $4,221-47.3% | $3,653-39.1% | $4,762-53.3% |
| Participant deferral / active EE | $9,079 | $4,845+87.4% | $4,236+114.3% | $5,850+55.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |