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 | $39,662 | $104,907-62.2% | $84,611-53.1% | $152,861-74.1% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 26.16% | 373.79%-347.6pp | 258.74%-232.6pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,455 | $3,302-55.9% | $2,652-45.1% | $4,762-69.4% |
| Participant deferral / active EE | $5,092 | $4,688+8.6% | $3,899+30.6% | $5,850-13.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |