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 | $22,593 | $99,877-77.4% | $84,966-73.4% | $145,922-84.5% |
| Participation rate | 60.9% | 74.1%-13.2pp | 67.5%-6.6pp | 80.3%-19.4pp |
| Annual return | 13.52% | 83.76%-70.2pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,379 | $3,231-57.3% | $2,727-49.4% | $4,660-70.4% |
| Participant deferral / active EE | $2,423 | $5,291-54.2% | $4,519-46.4% | $6,688-63.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |