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 | $12,637 | $100,852-87.5% | $90,404-86.0% | $158,922-92.0% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 19.85% | 1724.20%-1704.4pp | 1293.02%-1273.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $455 | $3,689-87.7% | $3,262-86.0% | $4,761-90.4% |
| Participant deferral / active EE | $774 | $4,348-82.2% | $3,963-80.5% | $5,982-87.1% |
| Admin fee / account holder | $114 | $6,501-98.3% | $5,611-98.0% | $11,246-99.0% |