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 | $36,678 | $158,398-76.8% | $126,539-71.0% | $142,382-74.2% |
| Participation rate | 55.6% | 75.8%-20.3pp | 69.8%-14.3pp | 80.1%-24.6pp |
| Annual return | 14.65% | 593.76%-579.1pp | 425.95%-411.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $510 | $4,767-89.3% | $4,083-87.5% | $6,507-92.2% |
| Admin fee / account holder | $159 | $6,918-97.7% | $6,065-97.4% | $12,624-98.7% |