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 | $43,988 | $105,998-58.5% | $92,233-52.3% | $147,584-70.2% |
| Participation rate | 57.9% | 80.4%-22.5pp | 76.5%-18.6pp | 82.8%-24.9pp |
| Annual return | 16.27% | 50.05%-33.8pp | 176.28%-160.0pp | 578.55%-562.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,340 | $4,478-25.4% | $3,897-14.3% | $5,439-38.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |