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 3-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 | $17,800 | $90,348-80.3% | $75,972-76.6% | $145,922-87.8% |
| Participation rate | 58.3% | 74.5%-16.1pp | 69.1%-10.7pp | 80.3%-21.9pp |
| Annual return | 18.21% | 620.88%-602.7pp | 359.55%-341.3pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,193 | $3,311-33.8% | $2,685-18.3% | $4,660-52.9% |
| Participant deferral / active EE | $3,091 | $5,162-40.1% | $4,255-27.4% | $6,688-53.8% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |