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 10-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 | $30,289 | $99,918-69.7% | $81,382-62.8% | $145,922-79.2% |
| Participation rate | 47.4% | 74.2%-26.8pp | 69.5%-22.1pp | 80.3%-32.9pp |
| Annual return | 11.67% | 34.32%-22.6pp | 24.73%-13.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,316 | $4,605-49.7% | $3,883-40.4% | $6,688-65.4% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |