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 | $9,023 | $96,635-90.7% | $86,612-89.6% | $139,434-93.5% |
| Participation rate | 16.7% | 74.4%-57.7pp | 71.7%-55.0pp | 80.3%-63.7pp |
| Annual return | 19.11% | 106.41%-87.3pp | 591.07%-572.0pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,000 | $3,263-69.3% | $3,022-66.9% | $4,751-78.9% |
| Participant deferral / active EE | $1,400 | $4,836-71.0% | $4,438-68.4% | $6,710-79.1% |
| Admin fee / account holder | $264 | $6,408-95.9% | $5,614-95.3% | $11,403-97.7% |