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 | $36,433 | $98,240-62.9% | $82,313-55.7% | $147,584-75.3% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 24.14% | 30.85%-6.7pp | 25.88%-1.7pp | 578.55%-554.4pp |
| Employer contribution / active EE | $951 | $3,192-70.2% | $2,428-60.8% | $4,876-80.5% |
| Participant deferral / active EE | $2,978 | $4,383-32.1% | $3,706-19.7% | $5,439-45.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |