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 | $22,407 | $81,625-72.5% | $58,482-61.7% | $139,434-83.9% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 11.75% | 7404.20%-7392.4pp | 4239.32%-4227.6pp | 372.94%-361.2pp |
| Employer contribution / active EE | $377 | $1,398-73.0% | $1,053-64.2% | $4,751-92.1% |
| Participant deferral / active EE | $377 | $2,557-85.2% | $1,924-80.4% | $6,710-94.4% |
| Admin fee / account holder | $72 | $3,265-97.8% | $2,516-97.2% | $11,403-99.4% |