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 9-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 | $28,581 | $111,724-74.4% | $93,606-69.5% | $145,922-80.4% |
| Participation rate | 61.5% | 74.2%-12.7pp | 68.7%-7.2pp | 80.3%-18.7pp |
| Annual return | 16.50% | 202.98%-186.5pp | 133.20%-116.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,191 | $3,090-61.5% | $2,420-50.8% | $4,660-74.4% |
| Participant deferral / active EE | $1,491 | $4,912-69.6% | $4,411-66.2% | $6,688-77.7% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |