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 | $23,351 | $90,600-74.2% | $79,464-70.6% | $135,375-82.8% |
| Participation rate | 43.5% | 76.0%-32.6pp | 73.3%-29.9pp | 82.6%-39.2pp |
| Annual return | 5.04% | 977.43%-972.4pp | 718.14%-713.1pp | 519.73%-514.7pp |
| Employer contribution / active EE | $582 | $3,068-81.0% | $2,800-79.2% | $4,779-87.8% |
| Participant deferral / active EE | $598 | $4,050-85.2% | $3,704-83.9% | $5,609-89.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |