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 | $14,284 | $27,915-48.8% | $58,482-75.6% | $75,163-81.0% |
| Participation rate | 12.2% | 38.8%-26.6pp | 50.9%-38.7pp | 67.2%-55.0pp |
| Annual return | 22.25% | 44.20%-22.0pp | 4239.32%-4217.1pp | 160.62%-138.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $865 | $1,201-28.0% | $1,924-55.1% | $4,125-79.0% |
| Admin fee / account holder | $12 | $1,726-99.3% | $2,516-99.5% | $5,651-99.8% |