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 | $42,665 | $112,096-61.9% | $95,952-55.5% | $158,922-73.2% |
| Participation rate | 44.4% | 79.0%-34.5pp | 77.1%-32.6pp | 82.0%-37.5pp |
| Annual return | 14.06% | 171.09%-157.0pp | 91.61%-77.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,030 | $3,198-67.8% | $2,541-59.5% | $4,761-78.4% |
| Participant deferral / active EE | $1,704 | $4,784-64.4% | $4,167-59.1% | $5,982-71.5% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |