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 | $71,926 | $127,264-43.5% | $109,895-34.5% | $167,490-57.1% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.2%-28.8pp | 82.1%-36.7pp |
| Annual return | 14.15% | 22.97%-8.8pp | 29.45%-15.3pp | 478.56%-464.4pp |
| Employer contribution / active EE | $534 | $3,322-83.9% | $2,842-81.2% | $4,837-89.0% |
| Participant deferral / active EE | $2,490 | $4,514-44.8% | $4,048-38.5% | $6,341-60.7% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |