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 | $14,977 | $60,124-75.1% | $90,404-83.4% | $79,858-81.2% |
| Participation rate | 28.0% | 65.0%-37.0pp | 72.7%-44.7pp | 69.6%-41.6pp |
| Annual return | 17.38% | 71.94%-54.6pp | 1293.02%-1275.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,510 | $2,938-48.6% | $3,963-61.9% | $3,740-59.6% |
| Admin fee / account holder | $112 | $3,976-97.2% | $5,611-98.0% | $5,306-97.9% |