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 | $22,399 | $101,069-77.8% | $81,478-72.5% | $147,584-84.8% |
| Participation rate | 42.9% | 74.5%-31.6pp | 68.0%-25.1pp | 82.8%-40.0pp |
| Annual return | 23.87% | 32.40%-8.5pp | 38.78%-14.9pp | 578.55%-554.7pp |
| Employer contribution / active EE | $1,199 | $3,205-62.6% | $2,568-53.3% | $4,876-75.4% |
| Participant deferral / active EE | $1,867 | $4,242-56.0% | $3,537-47.2% | $5,439-65.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |