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 3-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 | $59,804 | $111,754-46.5% | $103,333-42.1% | $145,922-59.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 82.95% | 24.77%+58.2pp | 24.88%+58.1pp | 561.29%-478.3pp |
| Employer contribution / active EE | $30,484 | $4,212+623.7% | $3,868+688.1% | $4,660+554.2% |
| Participant deferral / active EE | $2,151 | $5,619-61.7% | $5,057-57.5% | $6,688-67.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |