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 | $79,967 | $112,881-29.2% | $90,951-12.1% | $158,922-49.7% |
| Participation rate | 44.4% | 74.7%-30.3pp | 69.0%-24.6pp | 82.0%-37.5pp |
| Annual return | 18.64% | 215.79%-197.2pp | 134.60%-116.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,377 | $2,893-52.4% | $2,122-35.1% | $4,761-71.1% |
| Participant deferral / active EE | $2,006 | $4,128-51.4% | $3,373-40.5% | $5,982-66.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |