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 | $12,752 | $57,281-77.7% | $86,612-85.3% | $75,163-83.0% |
| Participation rate | 48.0% | 63.2%-15.2pp | 71.7%-23.7pp | 67.2%-19.2pp |
| Annual return | 23.14% | 2670.75%-2647.6pp | 591.07%-567.9pp | 160.62%-137.5pp |
| Employer contribution / active EE | $291 | $2,314-87.4% | $3,022-90.4% | $2,670-89.1% |
| Participant deferral / active EE | $2,025 | $3,318-39.0% | $4,438-54.4% | $4,125-50.9% |
| Admin fee / account holder | $299 | $4,112-92.7% | $5,614-94.7% | $5,651-94.7% |