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 | $29,758 | $102,317-70.9% | $146,958-79.8% | $80,856-63.2% |
| Participation rate | 53.6% | 75.8%-22.3pp | 82.2%-28.6pp | 67.6%-14.1pp |
| Annual return | 14.70% | 134.76%-120.1pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,091 | $6,644-53.5% | $8,070-61.7% | $4,296-28.1% |
| Admin fee / account holder | $129 | $7,941-98.4% | $12,998-99.0% | $6,918-98.1% |