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 | $27,934 | $108,919-74.4% | $100,391-72.2% | $145,922-80.9% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 12.30% | 57.88%-45.6pp | 49.20%-36.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,400 | $4,419-45.7% | $3,942-39.1% | $4,660-48.5% |
| Participant deferral / active EE | $2,400 | $8,445-71.6% | $8,082-70.3% | $6,688-64.1% |
| Admin fee / account holder | $96 | $9,689-99.0% | $7,899-98.8% | $13,397-99.3% |