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 | $18,542 | $108,642-82.9% | $74,701-75.2% | $152,861-87.9% |
| Participation rate | 38.1% | 65.3%-27.3pp | 54.5%-16.4pp | 82.4%-44.4pp |
| Annual return | 25.02% | 114.06%-89.0pp | 752.92%-727.9pp | 345.32%-320.3pp |
| Employer contribution / active EE | $460 | $1,503-69.4% | $1,084-57.6% | $4,762-90.3% |
| Participant deferral / active EE | $1,450 | $2,712-46.5% | $1,964-26.1% | $5,850-75.2% |
| Admin fee / account holder | $20 | $4,902-99.6% | $3,333-99.4% | $11,596-99.8% |