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 10-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 | $24,548 | $102,966-76.2% | $90,281-72.8% | $152,861-83.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 26.80% | 95.16%-68.4pp | 78.10%-51.3pp | 345.32%-318.5pp |
| Employer contribution / active EE | $3,466 | $3,139+10.4% | $2,854+21.4% | $4,762-27.2% |
| Participant deferral / active EE | $3,466 | $4,281-19.1% | $3,885-10.8% | $5,850-40.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |