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 | $78,630 | $105,859-25.7% | $90,160-12.8% | $147,584-46.7% |
| Participation rate | 25.0% | 79.7%-54.7pp | 76.9%-51.9pp | 82.8%-57.8pp |
| Annual return | 21.66% | 37.63%-16.0pp | 34.88%-13.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $792 | $4,126-80.8% | $3,318-76.1% | $4,876-83.8% |
| Participant deferral / active EE | $1,979 | $5,733-65.5% | $5,288-62.6% | $5,439-63.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |