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 | $26,885 | $102,604-73.8% | $86,188-68.8% | $139,434-80.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 46.92% | 1922.51%-1875.6pp | 1168.45%-1121.5pp | 372.94%-326.0pp |
| Employer contribution / active EE | $1,033 | $3,032-65.9% | $2,380-56.6% | $4,751-78.3% |
| Participant deferral / active EE | $7,773 | $4,676+66.2% | $3,985+95.0% | $6,710+15.8% |
| Admin fee / account holder | $4 | $8,657-100.0% | $6,852-99.9% | $11,403-100.0% |