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 | $47,719 | $27,915+70.9% | $58,482-18.4% | $75,163-36.5% |
| Participation rate | 18.5% | 38.8%-20.3pp | 50.9%-32.3pp | 67.2%-48.7pp |
| Annual return | 21.49% | 44.20%-22.7pp | 4239.32%-4217.8pp | 160.62%-139.1pp |
| Employer contribution / active EE | $346 | $669-48.3% | $1,053-67.2% | $2,670-87.0% |
| Participant deferral / active EE | $518 | $1,201-56.9% | $1,924-73.1% | $4,125-87.4% |
| Admin fee / account holder | $20 | $1,726-98.8% | $2,516-99.2% | $5,651-99.6% |