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 | $27,325 | $69,207-60.5% | $64,056-57.3% | $139,434-80.4% |
| Participation rate | 23.1% | 75.6%-52.5pp | 72.3%-49.2pp | 80.3%-57.2pp |
| Annual return | 17.88% | 45.88%-28.0pp | 33.69%-15.8pp | 372.94%-355.1pp |
| Employer contribution / active EE | $696 | $3,182-78.1% | $2,747-74.7% | $4,751-85.4% |
| Participant deferral / active EE | $860 | $4,682-81.6% | $3,880-77.8% | $6,710-87.2% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |