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 | $57,730 | $102,966-43.9% | $90,281-36.1% | $152,861-62.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 29.44% | 95.16%-65.7pp | 78.10%-48.7pp | 345.32%-315.9pp |
| Employer contribution / active EE | $819 | $3,139-73.9% | $2,854-71.3% | $4,762-82.8% |
| Participant deferral / active EE | $1,450 | $4,281-66.1% | $3,885-62.7% | $5,850-75.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |