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 | $42,232 | $106,890-60.5% | $84,015-49.7% | $152,861-72.4% |
| Participation rate | 30.4% | 75.2%-44.8pp | 69.0%-38.6pp | 82.4%-52.0pp |
| Annual return | 18.08% | 104.99%-86.9pp | 71.31%-53.2pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,228 | $2,734-55.1% | $1,983-38.1% | $4,762-74.2% |
| Participant deferral / active EE | $2,142 | $4,011-46.6% | $3,239-33.9% | $5,850-63.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |