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 | $23,636 | $101,069-76.6% | $81,478-71.0% | $147,584-84.0% |
| Participation rate | 53.3% | 74.5%-21.1pp | 68.0%-14.6pp | 82.8%-29.5pp |
| Annual return | 18.74% | 32.40%-13.7pp | 38.78%-20.0pp | 578.55%-559.8pp |
| Employer contribution / active EE | $956 | $3,205-70.2% | $2,568-62.8% | $4,876-80.4% |
| Participant deferral / active EE | $2,113 | $4,242-50.2% | $3,537-40.3% | $5,439-61.2% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |