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 | $53,847 | $56,114-4.0% | $96,139-44.0% | $85,850-37.3% |
| Participation rate | 39.4% | 56.7%-17.3pp | 68.4%-29.1pp | 69.3%-29.9pp |
| Annual return | 71.14% | 42.30%+28.8pp | 191.94%-120.8pp | 318.53%-247.4pp |
| Employer contribution / active EE | $1,126 | $1,620-30.5% | $2,797-59.7% | $2,565-56.1% |
| Participant deferral / active EE | $3,085 | $2,859+7.9% | $4,349-29.1% | $3,952-21.9% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |