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 | $51,511 | $98,240-47.6% | $82,313-37.4% | $147,584-65.1% |
| Participation rate | 68.8% | 79.7%-11.0pp | 76.9%-8.1pp | 82.8%-14.1pp |
| Annual return | 16.68% | 30.85%-14.2pp | 25.88%-9.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,158 | $3,192-63.7% | $2,428-52.3% | $4,876-76.2% |
| Participant deferral / active EE | $4,252 | $4,383-3.0% | $3,706+14.7% | $5,439-21.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |