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 8-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 | $23,893 | $142,405-83.2% | $115,157-79.3% | $152,861-84.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 23.59% | 41.48%-17.9pp | 35.60%-12.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,629 | $4,010-59.4% | $3,179-48.7% | $4,762-65.8% |
| Participant deferral / active EE | $5,217 | $5,164+1.0% | $4,168+25.1% | $5,850-10.8% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |