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 | $9,374 | $88,751-89.4% | $81,812-88.5% | $145,922-93.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 18.36% | 1025.40%-1007.0pp | 773.79%-755.4pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,577 | $3,083-48.9% | $2,912-45.8% | $4,660-66.2% |
| Participant deferral / active EE | $2,107 | $4,643-54.6% | $4,319-51.2% | $6,688-68.5% |
| Admin fee / account holder | $114 | $8,415-98.6% | $7,386-98.5% | $13,397-99.2% |