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 | $43,424 | $108,642-60.0% | $74,701-41.9% | $152,861-71.6% |
| Participation rate | 28.6% | 65.3%-36.8pp | 54.5%-25.9pp | 82.4%-53.9pp |
| Annual return | 32.98% | 114.06%-81.1pp | 752.92%-719.9pp | 345.32%-312.3pp |
| Employer contribution / active EE | $550 | $1,503-63.4% | $1,084-49.2% | $4,762-88.4% |
| Participant deferral / active EE | $982 | $2,712-63.8% | $1,964-50.0% | $5,850-83.2% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |