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 10-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 | $26,615 | $112,881-76.4% | $90,951-70.7% | $158,922-83.3% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 17.96% | 215.79%-197.8pp | 134.60%-116.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $603 | $2,893-79.2% | $2,122-71.6% | $4,761-87.3% |
| Participant deferral / active EE | $1,307 | $4,128-68.3% | $3,373-61.3% | $5,982-78.2% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |