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 | $31,989 | $99,079-67.7% | $77,999-59.0% | $273,961-88.3% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.5%-75.5pp | 83.0%-83.0pp |
| Annual return | 8.74% | 217.93%-209.2pp | 425.96%-417.2pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,551 | $3,308-22.9% | $2,470+3.3% | $4,869-47.6% |
| Participant deferral / active EE | $5,864 | $4,306+36.2% | $3,497+67.7% | $5,287+10.9% |
| Admin fee / account holder | $238 | $8,954-97.3% | $5,480-95.7% | $10,132-97.7% |