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 | $42,524 | $105,998-59.9% | $92,233-53.9% | $147,584-71.2% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 24.20% | 50.05%-25.9pp | 176.28%-152.1pp | 578.55%-554.4pp |
| Employer contribution / active EE | $1,057 | $4,333-75.6% | $3,679-71.3% | $4,876-78.3% |
| Participant deferral / active EE | $5,362 | $4,478+19.7% | $3,897+37.6% | $5,439-1.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |