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 6-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 | $46,858 | $165,335-71.7% | $149,696-68.7% | $158,922-70.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 41.10% | 348.15%-307.0pp | 276.60%-235.5pp | 302.83%-261.7pp |
| Employer contribution / active EE | $3,169 | $5,103-37.9% | $4,644-31.8% | $4,761-33.4% |
| Participant deferral / active EE | $10,127 | $7,181+41.0% | $6,842+48.0% | $5,982+69.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |