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 | $36,241 | $144,119-74.9% | $117,854-69.2% | $147,584-75.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 24.34% | 531.15%-506.8pp | 335.08%-310.7pp | 578.55%-554.2pp |
| Employer contribution / active EE | $2,338 | $4,896-52.3% | $3,786-38.3% | $4,876-52.1% |
| Participant deferral / active EE | $2,833 | $5,316-46.7% | $4,482-36.8% | $5,439-47.9% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |