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 4-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 | $65,082 | $158,398-58.9% | $126,539-48.6% | $142,382-54.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 19.18% | 593.76%-574.6pp | 425.95%-406.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,715 | $4,650-63.1% | $3,674-53.3% | $4,299-60.1% |
| Participant deferral / active EE | $3,039 | $4,767-36.2% | $4,083-25.6% | $6,507-53.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |