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 | $19,432 | $63,346-69.3% | $92,233-78.9% | $70,131-72.3% |
| Participation rate | 56.7% | 68.7%-12.0pp | 76.5%-19.8pp | 69.5%-12.9pp |
| Annual return | 21.52% | 530.12%-508.6pp | 176.28%-154.8pp | 73.14%-51.6pp |
| Employer contribution / active EE | $1,752 | $2,471-29.1% | $3,679-52.4% | $2,342-25.2% |
| Participant deferral / active EE | $2,066 | $2,854-27.6% | $3,897-47.0% | $3,332-38.0% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |