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 | $55,096 | $105,998-48.0% | $92,233-40.3% | $147,584-62.7% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 13.45% | 50.05%-36.6pp | 176.28%-162.8pp | 578.55%-565.1pp |
| Employer contribution / active EE | $945 | $4,333-78.2% | $3,679-74.3% | $4,876-80.6% |
| Participant deferral / active EE | $1,181 | $4,478-73.6% | $3,897-69.7% | $5,439-78.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |