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 | $24,536 | $83,337-70.6% | $67,834-63.8% | $273,961-91.0% |
| Participation rate | 60.0% | 76.4%-16.4pp | 68.8%-8.8pp | 83.0%-23.0pp |
| Annual return | 34.92% | 259.45%-224.5pp | 138.47%-103.6pp | 41.45%-6.5pp |
| Employer contribution / active EE | $810 | $3,287-75.3% | $2,403-66.3% | $4,869-83.4% |
| Participant deferral / active EE | $1,080 | $4,088-73.6% | $3,160-65.8% | $5,287-79.6% |
| Admin fee / account holder | $6 | $6,752-99.9% | $4,622-99.9% | $10,132-99.9% |