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 | $17,285 | $169,032-89.8% | $129,207-86.6% | $145,922-88.2% |
| Participation rate | 55.6% | 76.4%-20.9pp | 69.6%-14.1pp | 80.3%-24.7pp |
| Annual return | 12.24% | 14330.11%-14317.9pp | 9417.33%-9405.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,072 | $5,537-80.6% | $4,153-74.2% | $4,660-77.0% |
| Participant deferral / active EE | $1,790 | $4,987-64.1% | $4,168-57.0% | $6,688-73.2% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,715-99.7% | $13,397-99.9% |