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 | $21,213 | $150,187-85.9% | $120,354-82.4% | $145,922-85.5% |
| Participation rate | 13.3% | 78.8%-65.4pp | 71.9%-58.6pp | 80.3%-66.9pp |
| Annual return | 9.74% | 154.07%-144.3pp | 107.15%-97.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $267 | $12,207-97.8% | $9,423-97.2% | $13,397-98.0% |