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 | $15,664 | $114,047-86.3% | $96,139-83.7% | $167,490-90.6% |
| Participation rate | 55.0% | 75.1%-20.1pp | 68.4%-13.4pp | 82.1%-27.1pp |
| Annual return | 18.00% | 189.88%-171.9pp | 191.94%-173.9pp | 478.56%-460.6pp |
| Employer contribution / active EE | $560 | $3,427-83.7% | $2,797-80.0% | $4,837-88.4% |
| Participant deferral / active EE | $1,335 | $5,194-74.3% | $4,349-69.3% | $6,341-78.9% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |