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 | $33,090 | $74,888-55.8% | $71,209-53.5% | $142,382-76.8% |
| Participation rate | 22.7% | 76.2%-53.5pp | 73.8%-51.0pp | 80.1%-57.4pp |
| Annual return | 17.88% | 345.14%-327.3pp | 282.51%-264.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $812 | $2,854-71.5% | $2,721-70.1% | $4,299-81.1% |
| Participant deferral / active EE | $907 | $4,454-79.6% | $4,175-78.3% | $6,507-86.1% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |