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 | $42,622 | $156,846-72.8% | $121,098-64.8% | $139,434-69.4% |
| Participation rate | 39.1% | 76.4%-37.3pp | 69.5%-30.4pp | 80.3%-41.2pp |
| Annual return | 16.50% | 1474.56%-1458.1pp | 985.75%-969.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,056 | $4,844-78.2% | $4,080-74.1% | $6,710-84.3% |
| Admin fee / account holder | $20 | $6,946-99.7% | $5,644-99.6% | $11,403-99.8% |