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 | $35,388 | $48,570-27.1% | $130,648-72.9% | $72,985-51.5% |
| Participation rate | 62.2% | 58.6%+3.6pp | 71.7%-9.5pp | 69.5%-7.3pp |
| Annual return | 23.51% | 38.63%-15.1pp | 1708.96%-1685.4pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,000 | $1,334-25.1% | $4,092-75.6% | $2,440-59.0% |
| Participant deferral / active EE | $1,366 | $2,384-42.7% | $3,603-62.1% | $3,607-62.1% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |