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 | $25,158 | $104,907-76.0% | $84,611-70.3% | $152,861-83.5% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 29.66% | 373.79%-344.1pp | 258.74%-229.1pp | 345.32%-315.7pp |
| Employer contribution / active EE | $701 | $3,302-78.8% | $2,652-73.6% | $4,762-85.3% |
| Participant deferral / active EE | $2,791 | $4,688-40.5% | $3,899-28.4% | $5,850-52.3% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |