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 5-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 | $16,821 | $48,230-65.1% | $67,502-75.1% | $80,856-79.2% |
| Participation rate | 35.5% | 66.4%-30.9pp | 72.9%-37.4pp | 67.6%-32.2pp |
| Annual return | 13.00% | 18.28%-5.3pp | 3512.12%-3499.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $588 | $2,020-70.9% | $2,731-78.5% | $2,755-78.6% |
| Participant deferral / active EE | $1,417 | $2,924-51.5% | $4,000-64.6% | $4,296-67.0% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |