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 | $27,160 | $105,998-74.4% | $92,233-70.6% | $147,584-81.6% |
| Participation rate | 43.8% | 80.4%-36.7pp | 76.5%-32.7pp | 82.8%-39.1pp |
| Annual return | 24.32% | 50.05%-25.7pp | 176.28%-152.0pp | 578.55%-554.2pp |
| Employer contribution / active EE | $1,749 | $4,333-59.6% | $3,679-52.5% | $4,876-64.1% |
| Participant deferral / active EE | $2,410 | $4,478-46.2% | $3,897-38.1% | $5,439-55.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |