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 | $37,033 | $113,339-67.3% | $94,993-61.0% | $147,584-74.9% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 197.45% | 20.77%+176.7pp | 27.12%+170.3pp | 578.55%-381.1pp |
| Employer contribution / active EE | $8,591 | $3,160+171.8% | $2,603+230.0% | $4,876+76.2% |
| Participant deferral / active EE | $14,000 | $3,777+270.7% | $3,317+322.1% | $5,439+157.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |