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 | $29,022 | $105,998-72.6% | $92,233-68.5% | $147,584-80.3% |
| Participation rate | 46.7% | 80.4%-33.7pp | 76.5%-29.8pp | 82.8%-36.2pp |
| Annual return | 21.43% | 50.05%-28.6pp | 176.28%-154.8pp | 578.55%-557.1pp |
| Employer contribution / active EE | $812 | $4,333-81.3% | $3,679-77.9% | $4,876-83.3% |
| Participant deferral / active EE | $1,214 | $4,478-72.9% | $3,897-68.8% | $5,439-77.7% |
| Admin fee / account holder | $7 | $6,332-99.9% | $5,194-99.9% | $10,885-99.9% |