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 | $24,079 | $100,852-76.1% | $90,404-73.4% | $158,922-84.8% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 14.22% | 1724.20%-1710.0pp | 1293.02%-1278.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,760 | $3,689-52.3% | $3,262-46.0% | $4,761-63.0% |
| Participant deferral / active EE | $2,875 | $4,348-33.9% | $3,963-27.5% | $5,982-51.9% |
| Admin fee / account holder | $37 | $6,501-99.4% | $5,611-99.3% | $11,246-99.7% |