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 | $74,647 | $102,966-27.5% | $90,281-17.3% | $152,861-51.2% |
| Participation rate | 15.4% | 75.9%-60.5pp | 73.3%-57.9pp | 82.4%-67.1pp |
| Annual return | 14.46% | 95.16%-80.7pp | 78.10%-63.6pp | 345.32%-330.9pp |
| Employer contribution / active EE | $648 | $3,139-79.3% | $2,854-77.3% | $4,762-86.4% |
| Participant deferral / active EE | $2,006 | $4,281-53.1% | $3,885-48.4% | $5,850-65.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |