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 | $18,649 | $99,020-81.2% | $86,590-78.5% | $147,584-87.4% |
| Participation rate | 61.9% | 76.3%-14.4pp | 73.5%-11.6pp | 82.8%-20.9pp |
| Annual return | 19.92% | 1312.34%-1292.4pp | 964.84%-944.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $650 | $3,132-79.2% | $2,839-77.1% | $4,876-86.7% |
| Participant deferral / active EE | $2,178 | $3,972-45.2% | $3,609-39.6% | $5,439-59.9% |
| Admin fee / account holder | $103 | $5,710-98.2% | $4,906-97.9% | $10,885-99.1% |