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 | $32,834 | $157,256-79.1% | $141,162-76.7% | $152,861-78.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 33.84% | 64.32%-30.5pp | 71.39%-37.6pp | 345.32%-311.5pp |
| Employer contribution / active EE | $2,754 | $5,261-47.7% | $4,735-41.8% | $4,762-42.2% |
| Participant deferral / active EE | $5,660 | $7,109-20.4% | $6,709-15.6% | $5,850-3.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |