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 9-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 | $12,935 | $90,600-85.7% | $79,464-83.7% | $135,375-90.4% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 222.56% | 977.43%-754.9pp | 718.14%-495.6pp | 519.73%-297.2pp |
| Employer contribution / active EE | $1,774 | $3,068-42.2% | $2,800-36.7% | $4,779-62.9% |
| Participant deferral / active EE | $5,720 | $4,050+41.2% | $3,704+54.4% | $5,609+2.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |