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 | $27,870 | $108,172-74.2% | $77,482-64.0% | $158,922-82.5% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 111.33% | 31.67%+79.7pp | 54.79%+56.5pp | 302.83%-191.5pp |
| Employer contribution / active EE | $117 | $1,325-91.2% | $986-88.1% | $4,761-97.5% |
| Participant deferral / active EE | $117 | $2,456-95.2% | $1,861-93.7% | $5,982-98.0% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |