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 | $36,098 | $77,419-53.4% | $69,455-48.0% | $152,861-76.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 27.12% | 39.06%-11.9pp | 28.97%-1.8pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,390 | $3,315-27.9% | $2,779-14.0% | $4,762-49.8% |
| Participant deferral / active EE | $2,805 | $4,414-36.4% | $3,535-20.7% | $5,850-52.0% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |