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 | $27,638 | $176,662-84.4% | $130,648-78.8% | $152,861-81.9% |
| Participation rate | 28.6% | 79.0%-50.4pp | 71.7%-43.2pp | 82.4%-53.9pp |
| Annual return | 21.11% | 2692.24%-2671.1pp | 1708.96%-1687.8pp | 345.32%-324.2pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $877 | $4,361-79.9% | $3,603-75.7% | $5,850-85.0% |
| Admin fee / account holder | $97 | $7,133-98.6% | $5,464-98.2% | $11,596-99.2% |