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 | $16,196 | $99,020-83.6% | $86,590-81.3% | $147,584-89.0% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 24.24% | 1312.34%-1288.1pp | 964.84%-940.6pp | 578.55%-554.3pp |
| Employer contribution / active EE | $348 | $3,132-88.9% | $2,839-87.8% | $4,876-92.9% |
| Participant deferral / active EE | $685 | $3,972-82.8% | $3,609-81.0% | $5,439-87.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |