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 | $23,419 | $228,332-89.7% | $185,823-87.4% | $158,922-85.3% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $945 | $4,967-81.0% | $4,087-76.9% | $4,761-80.2% |
| Participant deferral / active EE | $5,427 | $6,415-15.4% | $5,632-3.6% | $5,982-9.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |