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 | $18,176 | $102,966-82.3% | $90,281-79.9% | $152,861-88.1% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 29.57% | 95.16%-65.6pp | 78.10%-48.5pp | 345.32%-315.7pp |
| Employer contribution / active EE | $970 | $3,139-69.1% | $2,854-66.0% | $4,762-79.6% |
| Participant deferral / active EE | $1,267 | $4,281-70.4% | $3,885-67.4% | $5,850-78.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |