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 | $62,129 | $99,020-37.3% | $86,590-28.2% | $147,584-57.9% |
| Participation rate | 20.0% | 76.3%-56.3pp | 73.5%-53.5pp | 82.8%-62.8pp |
| Annual return | 12.70% | 1312.34%-1299.6pp | 964.84%-952.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $423 | $3,132-86.5% | $2,839-85.1% | $4,876-91.3% |
| Participant deferral / active EE | $3,581 | $3,972-9.9% | $3,609-0.8% | $5,439-34.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |