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 | $21,960 | $105,998-79.3% | $92,233-76.2% | $147,584-85.1% |
| Participation rate | 47.1% | 80.4%-33.4pp | 76.5%-29.4pp | 82.8%-35.8pp |
| Annual return | 14.41% | 50.05%-35.6pp | 176.28%-161.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,552 | $4,478-65.3% | $3,897-60.2% | $5,439-71.5% |
| Admin fee / account holder | $8 | $6,332-99.9% | $5,194-99.8% | $10,885-99.9% |