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 | $24,764 | $99,652-75.1% | $78,778-68.6% | $147,584-83.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 15.31% | 47.28%-32.0pp | 35.62%-20.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,883 | $2,796-32.7% | $1,986-5.2% | $4,876-61.4% |
| Participant deferral / active EE | $1,883 | $3,664-48.6% | $2,958-36.4% | $5,439-65.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |