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 | $10,306 | $88,751-88.4% | $81,812-87.4% | $145,922-92.9% |
| Participation rate | 26.7% | 75.0%-48.4pp | 72.3%-45.7pp | 80.3%-53.6pp |
| Annual return | 10.89% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $629 | $3,083-79.6% | $2,912-78.4% | $4,660-86.5% |
| Participant deferral / active EE | $922 | $4,643-80.1% | $4,319-78.7% | $6,688-86.2% |
| Admin fee / account holder | $2 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |