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 | $46,549 | $106,890-56.5% | $84,015-44.6% | $152,861-69.5% |
| Participation rate | 16.7% | 75.2%-58.6pp | 69.0%-52.3pp | 82.4%-65.8pp |
| Annual return | 32.88% | 104.99%-72.1pp | 71.31%-38.4pp | 345.32%-312.4pp |
| Employer contribution / active EE | $472 | $2,734-82.8% | $1,983-76.2% | $4,762-90.1% |
| Participant deferral / active EE | $1,196 | $4,011-70.2% | $3,239-63.1% | $5,850-79.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |