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 | $58,312 | $176,377-66.9% | $134,143-56.5% | $158,922-63.3% |
| Participation rate | 57.1% | 78.7%-21.6pp | 72.2%-15.0pp | 82.0%-24.8pp |
| Annual return | 27.58% | 63.63%-36.1pp | 36.33%-8.8pp | 302.83%-275.2pp |
| Employer contribution / active EE | $1,468 | $5,040-70.9% | $3,704-60.4% | $4,761-69.2% |
| Participant deferral / active EE | $1,468 | $4,091-64.1% | $3,499-58.0% | $5,982-75.5% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |