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 | $22,782 | $70,756-67.8% | $65,493-65.2% | $142,382-84.0% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 13.40% | 1754.89%-1741.5pp | 982.45%-969.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,207 | $2,881-58.1% | $2,574-53.1% | $4,299-71.9% |
| Participant deferral / active EE | $1,674 | $4,637-63.9% | $3,961-57.7% | $6,507-74.3% |
| Admin fee / account holder | $23 | $6,559-99.7% | $5,028-99.5% | $12,624-99.8% |