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 8-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 | $42,456 | $65,561-35.2% | $86,188-50.7% | $75,163-43.5% |
| Participation rate | 22.2% | 60.5%-38.3pp | 69.0%-46.7pp | 67.2%-45.0pp |
| Annual return | 17.86% | 46.05%-28.2pp | 1168.45%-1150.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $738 | $1,553-52.5% | $2,380-69.0% | $2,670-72.4% |
| Participant deferral / active EE | $1,775 | $3,024-41.3% | $3,985-55.5% | $4,125-57.0% |
| Admin fee / account holder | $30 | $5,474-99.5% | $6,852-99.6% | $5,651-99.5% |