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 | $51,346 | $104,106-50.7% | $71,086-27.8% | $135,375-62.1% |
| Participation rate | 42.9% | 65.7%-22.8pp | 54.7%-11.8pp | 82.6%-39.8pp |
| Annual return | 8.21% | 1256.30%-1248.1pp | 650.59%-642.4pp | 519.73%-511.5pp |
| Employer contribution / active EE | $463 | $1,485-68.8% | $1,088-57.4% | $4,779-90.3% |
| Participant deferral / active EE | $2,038 | $2,527-19.3% | $1,874+8.7% | $5,609-63.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |