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 | $44,223 | $102,966-57.1% | $90,281-51.0% | $152,861-71.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 37.42% | 95.16%-57.7pp | 78.10%-40.7pp | 345.32%-307.9pp |
| Employer contribution / active EE | $943 | $3,139-70.0% | $2,854-67.0% | $4,762-80.2% |
| Participant deferral / active EE | $9,500 | $4,281+121.9% | $3,885+144.5% | $5,850+62.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |