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 | $39,621 | $129,217-69.3% | $93,406-57.6% | $158,922-75.1% |
| Participation rate | 16.7% | 71.0%-54.3pp | 66.8%-50.1pp | 82.0%-65.3pp |
| Annual return | 13.55% | 118.21%-104.7pp | 78.05%-64.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $110 | $2,711-95.9% | $2,075-94.7% | $4,761-97.7% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $3,126-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,246-100.0% |