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 7-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 | $37,031 | $108,919-66.0% | $100,391-63.1% | $145,922-74.6% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 17.47% | 57.88%-40.4pp | 49.20%-31.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,227 | $4,419-72.2% | $3,942-68.9% | $4,660-73.7% |
| Participant deferral / active EE | $2,747 | $8,445-67.5% | $8,082-66.0% | $6,688-58.9% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |