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 | $19,564 | $76,738-74.5% | $56,411-65.3% | $145,922-86.6% |
| Participation rate | 35.3% | 63.2%-27.9pp | 52.5%-17.2pp | 80.3%-45.0pp |
| Annual return | 10.18% | 2994.23%-2984.0pp | 1701.33%-1691.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $725 | $1,380-47.5% | $1,039-30.2% | $4,660-84.4% |
| Participant deferral / active EE | $1,302 | $2,623-50.3% | $1,952-33.3% | $6,688-80.5% |
| Admin fee / account holder | $221 | $3,334-93.4% | $2,829-92.2% | $13,397-98.3% |