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 | $43,811 | $81,632-46.3% | $70,449-37.8% | $158,922-72.4% |
| Participation rate | 45.5% | 77.7%-32.3pp | 75.1%-29.6pp | 82.0%-36.5pp |
| Annual return | 20.33% | 208.40%-188.1pp | 109.03%-88.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,882 | $4,554-58.7% | $3,709-49.2% | $5,982-68.5% |
| Admin fee / account holder | $178 | $6,193-97.1% | $3,845-95.4% | $11,246-98.4% |