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 | $20,885 | $99,020-78.9% | $86,590-75.9% | $147,584-85.8% |
| Participation rate | 36.4% | 76.3%-40.0pp | 73.5%-37.2pp | 82.8%-46.5pp |
| Annual return | 15.94% | 1312.34%-1296.4pp | 964.84%-948.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,353 | $3,132-56.8% | $2,839-52.3% | $4,876-72.2% |
| Participant deferral / active EE | $1,783 | $3,972-55.1% | $3,609-50.6% | $5,439-67.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |