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 | $36,631 | $232,540-84.2% | $185,117-80.2% | $147,584-75.2% |
| Participation rate | 14.3% | 82.4%-68.1pp | 77.3%-63.0pp | 82.8%-68.5pp |
| Annual return | 29.34% | 43.03%-13.7pp | 40.50%-11.2pp | 578.55%-549.2pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,022 | $5,834-65.3% | $5,045-59.9% | $5,439-62.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |