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 | $54,967 | $34,308+60.2% | $74,701-26.4% | $72,985-24.7% |
| Participation rate | 60.7% | 42.4%+18.3pp | 54.5%+6.3pp | 69.5%-8.8pp |
| Annual return | 20.13% | 26.58%-6.4pp | 752.92%-732.8pp | 81.00%-60.9pp |
| Employer contribution / active EE | $341 | $692-50.7% | $1,084-68.6% | $2,440-86.0% |
| Participant deferral / active EE | $1,815 | $1,271+42.8% | $1,964-7.6% | $3,607-49.7% |
| Admin fee / account holder | $39 | $2,124-98.1% | $3,333-98.8% | $5,124-99.2% |