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 | $37,259 | $165,912-77.5% | $122,332-69.5% | $147,584-74.8% |
| Participation rate | 35.7% | 79.6%-43.9pp | 71.6%-35.9pp | 82.8%-47.1pp |
| Annual return | 20.10% | 34.55%-14.4pp | 30.27%-10.2pp | 578.55%-558.4pp |
| Employer contribution / active EE | $887 | $5,754-84.6% | $4,050-78.1% | $4,876-81.8% |
| Participant deferral / active EE | $2,704 | $4,005-32.5% | $3,287-17.7% | $5,439-50.3% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |