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 | $57,832 | $169,032-65.8% | $129,207-55.2% | $145,922-60.4% |
| Participation rate | 35.7% | 76.4%-40.7pp | 69.6%-33.9pp | 80.3%-44.6pp |
| Annual return | 9.43% | 14330.11%-14320.7pp | 9417.33%-9407.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $515 | $5,537-90.7% | $4,153-87.6% | $4,660-88.9% |
| Participant deferral / active EE | $558 | $4,987-88.8% | $4,168-86.6% | $6,688-91.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |