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 6-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 | $48,827 | $48,795+0.1% | $65,493-25.4% | $84,808-42.4% |
| Participation rate | 8.3% | 67.0%-58.6pp | 73.1%-64.8pp | 68.3%-60.0pp |
| Annual return | 14.73% | 20.20%-5.5pp | 982.45%-967.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $904 | $2,928-69.1% | $3,961-77.2% | $4,212-78.5% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |