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 | $27,451 | $77,419-64.5% | $69,455-60.5% | $152,861-82.0% |
| Participation rate | 53.8% | 78.1%-24.3pp | 74.6%-20.8pp | 82.4%-28.6pp |
| Annual return | 25.34% | 39.06%-13.7pp | 28.97%-3.6pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,074 | $3,315-67.6% | $2,779-61.3% | $4,762-77.4% |
| Participant deferral / active EE | $1,491 | $4,414-66.2% | $3,535-57.8% | $5,850-74.5% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |