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 | $29,749 | $88,751-66.5% | $81,812-63.6% | $145,922-79.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.01% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,409 | $3,083-54.3% | $2,912-51.6% | $4,660-69.8% |
| Participant deferral / active EE | $2,447 | $4,643-47.3% | $4,319-43.3% | $6,688-63.4% |
| Admin fee / account holder | $7 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |