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 4-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 | $49,967 | $111,754-55.3% | $103,333-51.6% | $145,922-65.8% |
| Participation rate | 23.1% | 77.9%-54.9pp | 74.5%-51.4pp | 80.3%-57.2pp |
| Annual return | 12.00% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $919 | $4,212-78.2% | $3,868-76.2% | $4,660-80.3% |
| Participant deferral / active EE | $2,373 | $5,619-57.8% | $5,057-53.1% | $6,688-64.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |