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 | $32,185 | $88,751-63.7% | $81,812-60.7% | $145,922-77.9% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.3%-42.3pp | 80.3%-50.3pp |
| Annual return | 14.17% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $505 | $3,083-83.6% | $2,912-82.7% | $4,660-89.2% |
| Participant deferral / active EE | $1,065 | $4,643-77.1% | $4,319-75.3% | $6,688-84.1% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |