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 6-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 | $19,316 | $102,966-81.2% | $90,281-78.6% | $152,861-87.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 25.94% | 95.16%-69.2pp | 78.10%-52.2pp | 345.32%-319.4pp |
| Employer contribution / active EE | $502 | $3,139-84.0% | $2,854-82.4% | $4,762-89.5% |
| Participant deferral / active EE | $1,300 | $4,281-69.6% | $3,885-66.5% | $5,850-77.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |