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 | $71,907 | $99,652-27.8% | $78,778-8.7% | $147,584-51.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 17.97% | 47.28%-29.3pp | 35.62%-17.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,825 | $2,796-34.7% | $1,986-8.1% | $4,876-62.6% |
| Participant deferral / active EE | $2,644 | $3,664-27.8% | $2,958-10.6% | $5,439-51.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |