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 | $29,657 | $70,756-58.1% | $65,493-54.7% | $142,382-79.2% |
| Participation rate | 33.3% | 77.4%-44.0pp | 73.1%-39.8pp | 80.1%-46.8pp |
| Annual return | 20.38% | 1754.89%-1734.5pp | 982.45%-962.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,127 | $2,881-60.9% | $2,574-56.2% | $4,299-73.8% |
| Participant deferral / active EE | $3,758 | $4,637-19.0% | $3,961-5.1% | $6,507-42.2% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |