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 | $36,902 | $209,411-82.4% | $178,490-79.3% | $158,922-76.8% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 54.36% | 188.75%-134.4pp | 151.07%-96.7pp | 302.83%-248.5pp |
| Employer contribution / active EE | $1,165 | $5,706-79.6% | $5,011-76.7% | $4,761-75.5% |
| Participant deferral / active EE | $5,676 | $5,954-4.7% | $5,202+9.1% | $5,982-5.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |