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 | $20,064 | $100,852-80.1% | $90,404-77.8% | $158,922-87.4% |
| Participation rate | 38.1% | 75.0%-36.9pp | 72.7%-34.6pp | 82.0%-43.9pp |
| Annual return | 12.25% | 1724.20%-1712.0pp | 1293.02%-1280.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $419 | $3,689-88.6% | $3,262-87.2% | $4,761-91.2% |
| Participant deferral / active EE | $971 | $4,348-77.7% | $3,963-75.5% | $5,982-83.8% |
| Admin fee / account holder | $282 | $6,501-95.7% | $5,611-95.0% | $11,246-97.5% |