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 | $20,947 | $99,020-78.8% | $86,590-75.8% | $147,584-85.8% |
| Participation rate | 52.9% | 76.3%-23.4pp | 73.5%-20.6pp | 82.8%-29.9pp |
| Annual return | 17.25% | 1312.34%-1295.1pp | 964.84%-947.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $265 | $3,132-91.5% | $2,839-90.7% | $4,876-94.6% |
| Participant deferral / active EE | $1,447 | $3,972-63.6% | $3,609-59.9% | $5,439-73.4% |
| Admin fee / account holder | $194 | $5,710-96.6% | $4,906-96.0% | $10,885-98.2% |