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 | $20,637 | $99,652-79.3% | $78,778-73.8% | $147,584-86.0% |
| Participation rate | 64.3% | 76.2%-11.9pp | 69.2%-4.9pp | 82.8%-18.5pp |
| Annual return | 14.01% | 47.28%-33.3pp | 35.62%-21.6pp | 578.55%-564.5pp |
| Employer contribution / active EE | $856 | $2,796-69.4% | $1,986-56.9% | $4,876-82.5% |
| Participant deferral / active EE | $1,496 | $3,664-59.2% | $2,958-49.4% | $5,439-72.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |