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 | $35,974 | $112,881-68.1% | $90,951-60.4% | $158,922-77.4% |
| Participation rate | 52.9% | 74.7%-21.8pp | 69.0%-16.1pp | 82.0%-29.0pp |
| Annual return | 16.83% | 215.79%-199.0pp | 134.60%-117.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $740 | $2,893-74.4% | $2,122-65.1% | $4,761-84.5% |
| Participant deferral / active EE | $1,804 | $4,128-56.3% | $3,373-46.5% | $5,982-69.8% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |