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 | $69,218 | $110,261-37.2% | $95,745-27.7% | $139,434-50.4% |
| Participation rate | 25.0% | 75.8%-50.8pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 22.40% | 27.11%-4.7pp | 28.35%-6.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $450 | $3,257-86.2% | $2,835-84.1% | $4,751-90.5% |
| Participant deferral / active EE | $1,235 | $4,676-73.6% | $4,245-70.9% | $6,710-81.6% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |