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 | $25,667 | $76,738-66.6% | $56,411-54.5% | $145,922-82.4% |
| Participation rate | 27.8% | 63.2%-35.4pp | 52.5%-24.7pp | 80.3%-52.5pp |
| Annual return | 8.48% | 2994.23%-2985.7pp | 1701.33%-1692.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $416 | $1,380-69.9% | $1,039-60.0% | $4,660-91.1% |
| Participant deferral / active EE | $416 | $2,623-84.2% | $1,952-78.7% | $6,688-93.8% |
| Admin fee / account holder | $37 | $3,334-98.9% | $2,829-98.7% | $13,397-99.7% |