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 | $22,316 | $104,907-78.7% | $84,611-73.6% | $152,861-85.4% |
| Participation rate | 46.7% | 74.8%-28.2pp | 68.2%-21.6pp | 82.4%-35.8pp |
| Annual return | 27.49% | 373.79%-346.3pp | 258.74%-231.3pp | 345.32%-317.8pp |
| Employer contribution / active EE | $695 | $3,302-78.9% | $2,652-73.8% | $4,762-85.4% |
| Participant deferral / active EE | $3,835 | $4,688-18.2% | $3,899-1.6% | $5,850-34.4% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |