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 9-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 | $81,541 | $117,381-30.5% | $99,443-18.0% | $152,861-46.7% |
| Participation rate | 33.3% | 77.5%-44.2pp | 73.8%-40.5pp | 82.4%-49.1pp |
| Annual return | 21.54% | 31.87%-10.3pp | 30.72%-9.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $981 | $3,013-67.4% | $2,540-61.4% | $4,762-79.4% |
| Participant deferral / active EE | $5,000 | $4,086+22.4% | $3,619+38.2% | $5,850-14.5% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |