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 | $23,036 | $100,852-77.2% | $90,404-74.5% | $158,922-85.5% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 16.88% | 1724.20%-1707.3pp | 1293.02%-1276.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $997 | $3,689-73.0% | $3,262-69.4% | $4,761-79.1% |
| Participant deferral / active EE | $2,206 | $4,348-49.3% | $3,963-44.3% | $5,982-63.1% |
| Admin fee / account holder | $208 | $6,501-96.8% | $5,611-96.3% | $11,246-98.2% |