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 | $22,265 | $105,998-79.0% | $92,233-75.9% | $147,584-84.9% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 22.21% | 50.05%-27.8pp | 176.28%-154.1pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,360 | $4,333-68.6% | $3,679-63.0% | $4,876-72.1% |
| Participant deferral / active EE | $2,574 | $4,478-42.5% | $3,897-33.9% | $5,439-52.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |