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 | $13,580 | $102,604-86.8% | $86,188-84.2% | $139,434-90.3% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.0%-32.6pp | 80.3%-44.0pp |
| Annual return | 16.20% | 1922.51%-1906.3pp | 1168.45%-1152.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $869 | $3,032-71.3% | $2,380-63.5% | $4,751-81.7% |
| Participant deferral / active EE | $1,801 | $4,676-61.5% | $3,985-54.8% | $6,710-73.2% |
| Admin fee / account holder | $227 | $8,657-97.4% | $6,852-96.7% | $11,403-98.0% |