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 | $42,445 | $99,020-57.1% | $86,590-51.0% | $147,584-71.2% |
| Participation rate | 30.8% | 76.3%-45.6pp | 73.5%-42.8pp | 82.8%-52.1pp |
| Annual return | 17.83% | 1312.34%-1294.5pp | 964.84%-947.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $732 | $3,132-76.6% | $2,839-74.2% | $4,876-85.0% |
| Participant deferral / active EE | $1,512 | $3,972-61.9% | $3,609-58.1% | $5,439-72.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |