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 | $6,289 | $110,502-94.3% | $80,716-92.2% | $167,490-96.2% |
| Participation rate | 13.6% | 64.0%-50.3pp | 54.2%-40.5pp | 82.1%-68.5pp |
| Annual return | 17.39% | 120.54%-103.2pp | 87.28%-69.9pp | 478.56%-461.2pp |
| Employer contribution / active EE | $151 | $1,543-90.2% | $1,160-87.0% | $4,837-96.9% |
| Participant deferral / active EE | $189 | $2,871-93.4% | $2,146-91.2% | $6,341-97.0% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |