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 | $14,621 | $72,400-79.8% | $67,502-78.3% | $145,922-90.0% |
| Participation rate | 58.8% | 76.9%-18.0pp | 72.9%-14.1pp | 80.3%-21.5pp |
| Annual return | 14.61% | 7182.46%-7167.9pp | 3512.12%-3497.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $725 | $3,069-76.4% | $2,731-73.5% | $4,660-84.4% |
| Participant deferral / active EE | $1,097 | $4,783-77.1% | $4,000-72.6% | $6,688-83.6% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |