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 6-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 | $39,059 | $209,832-81.4% | $189,513-79.4% | $167,490-76.7% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 13.32% | 748.27%-735.0pp | 555.15%-541.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,030 | $6,914-56.2% | $6,162-50.8% | $4,837-37.4% |
| Participant deferral / active EE | $7,862 | $8,935-12.0% | $8,221-4.4% | $6,341+24.0% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |