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 4-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 | $18,398 | $29,660-38.0% | $56,411-67.4% | $80,856-77.2% |
| Participation rate | 16.8% | 41.6%-24.8pp | 52.5%-35.6pp | 67.6%-50.8pp |
| Annual return | 19.41% | 35.23%-15.8pp | 1701.33%-1681.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $419 | $669-37.4% | $1,039-59.7% | $2,755-84.8% |
| Participant deferral / active EE | $705 | $1,226-42.5% | $1,952-63.9% | $4,296-83.6% |
| Admin fee / account holder | $10 | $2,428-99.6% | $2,829-99.6% | $6,918-99.8% |