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 | $36,754 | $76,738-52.1% | $56,411-34.8% | $145,922-74.8% |
| Participation rate | 52.6% | 63.2%-10.6pp | 52.5%+0.2pp | 80.3%-27.6pp |
| Annual return | 12.40% | 2994.23%-2981.8pp | 1701.33%-1688.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $812 | $1,380-41.1% | $1,039-21.8% | $4,660-82.6% |
| Participant deferral / active EE | $1,150 | $2,623-56.2% | $1,952-41.1% | $6,688-82.8% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |