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 | $23,690 | $53,516-55.7% | $126,539-81.3% | $84,808-72.1% |
| Participation rate | 60.7% | 58.2%+2.5pp | 69.8%-9.1pp | 68.3%-7.6pp |
| Annual return | 33.84% | 58.34%-24.5pp | 425.95%-392.1pp | 40.90%-7.1pp |
| Employer contribution / active EE | $1,528 | $1,535-0.5% | $3,674-58.4% | $2,631-41.9% |
| Participant deferral / active EE | $2,147 | $2,671-19.6% | $4,083-47.4% | $4,212-49.0% |
| Admin fee / account holder | $0 | $4,497-100.0% | $6,065-100.0% | $7,344-100.0% |