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 | $24,104 | $157,256-84.7% | $141,162-82.9% | $152,861-84.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 49.27% | 64.32%-15.1pp | 71.39%-22.1pp | 345.32%-296.0pp |
| Employer contribution / active EE | $2,212 | $5,261-58.0% | $4,735-53.3% | $4,762-53.5% |
| Participant deferral / active EE | $5,117 | $7,109-28.0% | $6,709-23.7% | $5,850-12.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |