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 | $24,869 | $169,032-85.3% | $129,207-80.8% | $145,922-83.0% |
| Participation rate | 53.8% | 76.4%-22.6pp | 69.6%-15.8pp | 80.3%-26.4pp |
| Annual return | 14.90% | 14330.11%-14315.2pp | 9417.33%-9402.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $745 | $5,537-86.5% | $4,153-82.1% | $4,660-84.0% |
| Participant deferral / active EE | $1,804 | $4,987-63.8% | $4,168-56.7% | $6,688-73.0% |
| Admin fee / account holder | $61 | $9,954-99.4% | $7,715-99.2% | $13,397-99.5% |