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 | $38,900 | $109,327-64.4% | $89,391-56.5% | $158,922-75.5% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 13.77% | 345.68%-331.9pp | 245.62%-231.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $492 | $3,170-84.5% | $2,586-81.0% | $4,761-89.7% |
| Participant deferral / active EE | $2,441 | $4,598-46.9% | $3,890-37.2% | $5,982-59.2% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |