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 | $47,237 | $232,540-79.7% | $185,117-74.5% | $147,584-68.0% |
| Participation rate | 62.5% | 82.4%-19.9pp | 77.3%-14.8pp | 82.8%-20.3pp |
| Annual return | 21.83% | 43.03%-21.2pp | 40.50%-18.7pp | 578.55%-556.7pp |
| Employer contribution / active EE | $11,114 | $5,195+113.9% | $4,182+165.8% | $4,876+127.9% |
| Participant deferral / active EE | $3,924 | $5,834-32.7% | $5,045-22.2% | $5,439-27.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |