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 | $24,725 | $100,852-75.5% | $90,404-72.7% | $158,922-84.4% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 18.12% | 1724.20%-1706.1pp | 1293.02%-1274.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,192 | $3,689-67.7% | $3,262-63.4% | $4,761-75.0% |
| Participant deferral / active EE | $2,377 | $4,348-45.3% | $3,963-40.0% | $5,982-60.3% |
| Admin fee / account holder | $6 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |