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 | $12,770 | $156,846-91.9% | $121,098-89.5% | $139,434-90.8% |
| Participation rate | 57.1% | 76.4%-19.3pp | 69.5%-12.3pp | 80.3%-23.2pp |
| Annual return | 37.64% | 1474.56%-1436.9pp | 985.75%-948.1pp | 372.94%-335.3pp |
| Employer contribution / active EE | $1,254 | $5,536-77.4% | $4,164-69.9% | $4,751-73.6% |
| Participant deferral / active EE | $1,526 | $4,844-68.5% | $4,080-62.6% | $6,710-77.3% |
| Admin fee / account holder | $98 | $6,946-98.6% | $5,644-98.3% | $11,403-99.1% |