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 | $14,441 | $99,020-85.4% | $86,590-83.3% | $147,584-90.2% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 24.06% | 1312.34%-1288.3pp | 964.84%-940.8pp | 578.55%-554.5pp |
| Employer contribution / active EE | $2,275 | $3,132-27.3% | $2,839-19.9% | $4,876-53.3% |
| Participant deferral / active EE | $5,362 | $3,972+35.0% | $3,609+48.6% | $5,439-1.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |