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 | $42,299 | $114,047-62.9% | $96,139-56.0% | $167,490-74.7% |
| Participation rate | 64.3% | 75.1%-10.8pp | 68.4%-4.2pp | 82.1%-17.8pp |
| Annual return | 10.91% | 189.88%-179.0pp | 191.94%-181.0pp | 478.56%-467.6pp |
| Employer contribution / active EE | $714 | $3,427-79.2% | $2,797-74.5% | $4,837-85.2% |
| Participant deferral / active EE | $1,542 | $5,194-70.3% | $4,349-64.5% | $6,341-75.7% |
| Admin fee / account holder | $15 | $6,897-99.8% | $5,537-99.7% | $12,309-99.9% |