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 | $24,091 | $121,625-80.2% | $104,607-77.0% | $158,922-84.8% |
| Participation rate | 61.5% | 77.5%-16.0pp | 74.1%-12.5pp | 82.0%-20.4pp |
| Annual return | 31.64% | 465.26%-433.6pp | 340.46%-308.8pp | 302.83%-271.2pp |
| Employer contribution / active EE | $1,135 | $3,163-64.1% | $2,681-57.6% | $4,761-76.2% |
| Participant deferral / active EE | $2,617 | $4,177-37.3% | $3,740-30.0% | $5,982-56.2% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |