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 | $55,159 | $106,890-48.4% | $84,015-34.3% | $152,861-63.9% |
| Participation rate | 38.5% | 75.2%-36.8pp | 69.0%-30.6pp | 82.4%-44.0pp |
| Annual return | 8.23% | 104.99%-96.8pp | 71.31%-63.1pp | 345.32%-337.1pp |
| Employer contribution / active EE | $444 | $2,734-83.7% | $1,983-77.6% | $4,762-90.7% |
| Participant deferral / active EE | $1,480 | $4,011-63.1% | $3,239-54.3% | $5,850-74.7% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |