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 | $41,979 | $107,334-60.9% | $92,893-54.8% | $152,861-72.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 15.64% | 145.58%-129.9pp | 109.41%-93.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,080 | $4,221-74.4% | $3,653-70.4% | $4,762-77.3% |
| Participant deferral / active EE | $2,916 | $4,845-39.8% | $4,236-31.2% | $5,850-50.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |