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 | $37,242 | $84,695-56.0% | $73,843-49.6% | $125,391-70.3% |
| Participation rate | 20.0% | 76.8%-56.8pp | 73.4%-53.4pp | 83.2%-63.2pp |
| Annual return | 1.12% | 3123.53%-3122.4pp | 2267.84%-2266.7pp | 282.22%-281.1pp |
| Employer contribution / active EE | $156 | $3,123-95.0% | $2,787-94.4% | $4,866-96.8% |
| Participant deferral / active EE | $3,600 | $3,992-9.8% | $3,583+0.5% | $5,352-32.7% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |