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 5-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 | $49,553 | $105,126-52.9% | $94,646-47.6% | $139,434-64.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 25.17% | 38.03%-12.9pp | 156.71%-131.5pp | 372.94%-347.8pp |
| Employer contribution / active EE | $1,935 | $4,106-52.9% | $3,672-47.3% | $4,751-59.3% |
| Participant deferral / active EE | $11,250 | $7,599+48.0% | $7,418+51.7% | $6,710+67.7% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |