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 | $25,139 | $110,809-77.3% | $86,874-71.1% | $167,490-85.0% |
| Participation rate | 26.3% | 75.8%-49.5pp | 71.6%-45.3pp | 82.1%-55.8pp |
| Annual return | 18.06% | 116.98%-98.9pp | 63.52%-45.5pp | 478.56%-460.5pp |
| Employer contribution / active EE | $460 | $3,244-85.8% | $2,495-81.6% | $4,837-90.5% |
| Participant deferral / active EE | $1,331 | $4,546-70.7% | $3,699-64.0% | $6,341-79.0% |
| Admin fee / account holder | $1 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |