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 | $24,624 | $127,386-80.7% | $115,037-78.6% | $125,391-80.4% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 4.38% | 31.28%-26.9pp | 26.14%-21.8pp | 282.22%-277.8pp |
| Employer contribution / active EE | $3,598 | $5,166-30.3% | $4,608-21.9% | $4,866-26.1% |
| Participant deferral / active EE | $3,000 | $6,423-53.3% | $6,026-50.2% | $5,352-43.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |