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 | $14,745 | $88,751-83.4% | $81,812-82.0% | $145,922-89.9% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.3%-55.7pp | 80.3%-63.6pp |
| Annual return | 12.66% | 1025.40%-1012.7pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,000 | $3,083-67.6% | $2,912-65.7% | $4,660-78.5% |
| Participant deferral / active EE | $1,400 | $4,643-69.8% | $4,319-67.6% | $6,688-79.1% |
| Admin fee / account holder | $290 | $8,415-96.5% | $7,386-96.1% | $13,397-97.8% |