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 | $22,188 | $100,852-78.0% | $90,404-75.5% | $158,922-86.0% |
| Participation rate | 21.4% | 75.0%-53.6pp | 72.7%-51.3pp | 82.0%-60.5pp |
| Annual return | 17.34% | 1724.20%-1706.9pp | 1293.02%-1275.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $439 | $3,689-88.1% | $3,262-86.5% | $4,761-90.8% |
| Participant deferral / active EE | $1,759 | $4,348-59.5% | $3,963-55.6% | $5,982-70.6% |
| Admin fee / account holder | $45 | $6,501-99.3% | $5,611-99.2% | $11,246-99.6% |