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 | $14,473 | $53,127-72.8% | $86,590-83.3% | $70,131-79.4% |
| Participation rate | 34.6% | 65.3%-30.7pp | 73.5%-38.9pp | 69.5%-34.9pp |
| Annual return | 37.98% | 27.66%+10.3pp | 964.84%-926.9pp | 73.14%-35.2pp |
| Employer contribution / active EE | $304 | $2,068-85.3% | $2,839-89.3% | $2,342-87.0% |
| Participant deferral / active EE | $2,031 | $2,696-24.7% | $3,609-43.7% | $3,332-39.1% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |