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 | $40,359 | $108,919-62.9% | $100,391-59.8% | $145,922-72.3% |
| Participation rate | 69.2% | 82.9%-13.7pp | 81.5%-12.3pp | 80.3%-11.0pp |
| Annual return | 12.34% | 57.88%-45.5pp | 49.20%-36.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,560 | $8,445-69.7% | $8,082-68.3% | $6,688-61.7% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |