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 4-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 | $32,034 | $202,432-84.2% | $169,368-81.1% | $139,434-77.0% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 18.60% | 531.74%-513.1pp | 405.60%-387.0pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,968 | $4,692-36.7% | $4,013-26.0% | $4,751-37.5% |
| Participant deferral / active EE | $8,455 | $6,938+21.9% | $6,221+35.9% | $6,710+26.0% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |