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 | $15,733 | $70,756-77.8% | $65,493-76.0% | $142,382-89.0% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 14.59% | 1754.89%-1740.3pp | 982.45%-967.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,248 | $2,881-56.7% | $2,574-51.5% | $4,299-71.0% |
| Participant deferral / active EE | $1,337 | $4,637-71.2% | $3,961-66.2% | $6,507-79.5% |
| Admin fee / account holder | $149 | $6,559-97.7% | $5,028-97.0% | $12,624-98.8% |