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 | $10,746 | $156,846-93.1% | $121,098-91.1% | $139,434-92.3% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 20.41% | 1474.56%-1454.1pp | 985.75%-965.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,108 | $5,536-61.9% | $4,164-49.4% | $4,751-55.6% |
| Participant deferral / active EE | $1,179 | $4,844-75.7% | $4,080-71.1% | $6,710-82.4% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |