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 | $84,750 | $162,781-47.9% | $133,956-36.7% | $158,922-46.7% |
| Participation rate | 52.6% | 83.2%-30.6pp | 79.8%-27.2pp | 82.0%-29.3pp |
| Annual return | 20.04% | 41.94%-21.9pp | 45.09%-25.1pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,568 | $4,975-68.5% | $3,919-60.0% | $4,761-67.1% |
| Participant deferral / active EE | $3,096 | $5,911-47.6% | $5,048-38.7% | $5,982-48.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |