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 | $20,588 | $118,849-82.7% | $96,562-78.7% | $167,490-87.7% |
| Participation rate | 56.3% | 75.5%-19.2pp | 69.8%-13.6pp | 82.1%-25.9pp |
| Annual return | 22.95% | 50.49%-27.5pp | 37.78%-14.8pp | 478.56%-455.6pp |
| Employer contribution / active EE | $1,483 | $3,120-52.5% | $2,356-37.1% | $4,837-69.3% |
| Participant deferral / active EE | $2,412 | $4,616-47.7% | $3,849-37.3% | $6,341-62.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |