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 7-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 | $29,297 | $118,680-75.3% | $98,907-70.4% | $158,922-81.6% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 19.40% | 372.35%-353.0pp | 196.43%-177.0pp | 302.83%-283.4pp |
| Employer contribution / active EE | $554 | $3,333-83.4% | $2,689-79.4% | $4,761-88.4% |
| Participant deferral / active EE | $3,104 | $5,088-39.0% | $4,244-26.9% | $5,982-48.1% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |