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 | $30,958 | $81,625-62.1% | $58,482-47.1% | $139,434-77.8% |
| Participation rate | 26.7% | 61.3%-34.7pp | 50.9%-24.2pp | 80.3%-53.7pp |
| Annual return | 14.98% | 7404.20%-7389.2pp | 4239.32%-4224.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $490 | $2,557-80.8% | $1,924-74.5% | $6,710-92.7% |
| Admin fee / account holder | $34 | $3,265-98.9% | $2,516-98.6% | $11,403-99.7% |