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 5-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 | $45,740 | $29,660+54.2% | $56,411-18.9% | $80,856-43.4% |
| Participation rate | 12.2% | 41.6%-29.5pp | 52.5%-40.3pp | 67.6%-55.4pp |
| Annual return | 14.05% | 35.23%-21.2pp | 1701.33%-1687.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $219 | $669-67.3% | $1,039-78.9% | $2,755-92.0% |
| Participant deferral / active EE | $1,208 | $1,226-1.5% | $1,952-38.1% | $4,296-71.9% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |