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 | $63,548 | $112,881-43.7% | $90,951-30.1% | $158,922-60.0% |
| Participation rate | 42.1% | 74.7%-32.6pp | 69.0%-26.9pp | 82.0%-39.9pp |
| Annual return | 21.24% | 215.79%-194.6pp | 134.60%-113.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,092 | $2,893-62.2% | $2,122-48.5% | $4,761-77.1% |
| Participant deferral / active EE | $3,589 | $4,128-13.1% | $3,373+6.4% | $5,982-40.0% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |