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 | $17,616 | $88,751-80.2% | $81,812-78.5% | $145,922-87.9% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.3%-7.6pp | 80.3%-15.6pp |
| Annual return | 13.20% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $551 | $3,083-82.1% | $2,912-81.1% | $4,660-88.2% |
| Participant deferral / active EE | $1,237 | $4,643-73.4% | $4,319-71.4% | $6,688-81.5% |
| Admin fee / account holder | $187 | $8,415-97.8% | $7,386-97.5% | $13,397-98.6% |