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 | $14,628 | $81,625-82.1% | $58,482-75.0% | $139,434-89.5% |
| Participation rate | 41.2% | 61.3%-20.2pp | 50.9%-9.7pp | 80.3%-39.1pp |
| Annual return | 16.67% | 7404.20%-7387.5pp | 4239.32%-4222.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $484 | $1,398-65.4% | $1,053-54.1% | $4,751-89.8% |
| Participant deferral / active EE | $902 | $2,557-64.7% | $1,924-53.1% | $6,710-86.6% |
| Admin fee / account holder | $221 | $3,265-93.2% | $2,516-91.2% | $11,403-98.1% |