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 | $29,464 | $48,230-38.9% | $67,502-56.4% | $80,856-63.6% |
| Participation rate | 26.9% | 66.4%-39.4pp | 72.9%-46.0pp | 67.6%-40.7pp |
| Annual return | 18.40% | 18.28%+0.1pp | 3512.12%-3493.7pp | 35.59%-17.2pp |
| Employer contribution / active EE | $843 | $2,020-58.3% | $2,731-69.1% | $2,755-69.4% |
| Participant deferral / active EE | $969 | $2,924-66.9% | $4,000-75.8% | $4,296-77.5% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |