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 | $24,225 | $96,635-74.9% | $86,612-72.0% | $139,434-82.6% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 19.80% | 106.41%-86.6pp | 591.07%-571.3pp | 372.94%-353.1pp |
| Employer contribution / active EE | $842 | $3,263-74.2% | $3,022-72.2% | $4,751-82.3% |
| Participant deferral / active EE | $1,488 | $4,836-69.2% | $4,438-66.5% | $6,710-77.8% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |