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 | $47,288 | $96,305-50.9% | $80,569-41.3% | $139,434-66.1% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 20.95% | 1350.08%-1329.1pp | 935.43%-914.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $463 | $3,262-85.8% | $2,723-83.0% | $4,751-90.3% |
| Participant deferral / active EE | $1,310 | $5,232-75.0% | $4,447-70.5% | $6,710-80.5% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |