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 | $27,240 | $99,079-72.5% | $77,999-65.1% | $273,961-90.1% |
| Participation rate | 56.5% | 78.6%-22.0pp | 75.5%-19.0pp | 83.0%-26.5pp |
| Annual return | 5.49% | 217.93%-212.4pp | 425.96%-420.5pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,030 | $3,308-68.9% | $2,470-58.3% | $4,869-78.8% |
| Participant deferral / active EE | $5,148 | $4,306+19.5% | $3,497+47.2% | $5,287-2.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |