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 | $30,099 | $106,890-71.8% | $84,015-64.2% | $152,861-80.3% |
| Participation rate | 56.3% | 75.2%-19.0pp | 69.0%-12.8pp | 82.4%-26.2pp |
| Annual return | 19.32% | 104.99%-85.7pp | 71.31%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $673 | $2,734-75.4% | $1,983-66.1% | $4,762-85.9% |
| Participant deferral / active EE | $1,640 | $4,011-59.1% | $3,239-49.4% | $5,850-72.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |