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 | $17,955 | $29,660-39.5% | $56,411-68.2% | $80,856-77.8% |
| Participation rate | 12.2% | 41.6%-29.5pp | 52.5%-40.3pp | 67.6%-55.4pp |
| Annual return | 15.09% | 35.23%-20.1pp | 1701.33%-1686.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $955 | $1,226-22.1% | $1,952-51.1% | $4,296-77.8% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |