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 9-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 | $29,695 | $48,570-38.9% | $130,648-77.3% | $72,985-59.3% |
| Participation rate | 50.0% | 58.6%-8.6pp | 71.7%-21.7pp | 69.5%-19.5pp |
| Annual return | 24.70% | 38.63%-13.9pp | 1708.96%-1684.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,095 | $1,334-17.9% | $4,092-73.2% | $2,440-55.1% |
| Participant deferral / active EE | $1,751 | $2,384-26.5% | $3,603-51.4% | $3,607-51.5% |
| Admin fee / account holder | $285 | $3,549-92.0% | $5,464-94.8% | $5,124-94.4% |