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 | $27,680 | $102,966-73.1% | $90,281-69.3% | $152,861-81.9% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 27.82% | 95.16%-67.3pp | 78.10%-50.3pp | 345.32%-317.5pp |
| Employer contribution / active EE | $923 | $3,139-70.6% | $2,854-67.7% | $4,762-80.6% |
| Participant deferral / active EE | $1,134 | $4,281-73.5% | $3,885-70.8% | $5,850-80.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |