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 | $18,939 | $48,570-61.0% | $130,648-85.5% | $72,985-74.1% |
| Participation rate | 60.0% | 58.6%+1.4pp | 71.7%-11.7pp | 69.5%-9.5pp |
| Annual return | 25.86% | 38.63%-12.8pp | 1708.96%-1683.1pp | 81.00%-55.1pp |
| Employer contribution / active EE | $466 | $1,334-65.1% | $4,092-88.6% | $2,440-80.9% |
| Participant deferral / active EE | $1,464 | $2,384-38.6% | $3,603-59.4% | $3,607-59.4% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |