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 | $28,879 | $127,777-77.4% | $106,548-72.9% | $167,490-82.8% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 11.03% | 33.87%-22.8pp | 26.80%-15.8pp | 478.56%-467.5pp |
| Employer contribution / active EE | $630 | $3,427-81.6% | $2,819-77.7% | $4,837-87.0% |
| Participant deferral / active EE | $1,734 | $5,087-65.9% | $4,398-60.6% | $6,341-72.7% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |