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 | $25,877 | $176,662-85.4% | $130,648-80.2% | $152,861-83.1% |
| Participation rate | 37.5% | 79.0%-41.5pp | 71.7%-34.2pp | 82.4%-44.9pp |
| Annual return | 26.84% | 2692.24%-2665.4pp | 1708.96%-1682.1pp | 345.32%-318.5pp |
| Employer contribution / active EE | $392 | $5,742-93.2% | $4,092-90.4% | $4,762-91.8% |
| Participant deferral / active EE | $810 | $4,361-81.4% | $3,603-77.5% | $5,850-86.2% |
| Admin fee / account holder | $190 | $7,133-97.3% | $5,464-96.5% | $11,596-98.4% |