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 | $20,437 | $29,660-31.1% | $56,411-63.8% | $80,856-74.7% |
| Participation rate | 55.6% | 41.6%+13.9pp | 52.5%+3.1pp | 67.6%-12.1pp |
| Annual return | 13.96% | 35.23%-21.3pp | 1701.33%-1687.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $634 | $669-5.3% | $1,039-38.9% | $2,755-77.0% |
| Participant deferral / active EE | $1,654 | $1,226+34.9% | $1,952-15.2% | $4,296-61.5% |
| Admin fee / account holder | $5 | $2,428-99.8% | $2,829-99.8% | $6,918-99.9% |