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 | $29,873 | $72,400-58.7% | $67,502-55.7% | $145,922-79.5% |
| Participation rate | 21.4% | 76.9%-55.4pp | 72.9%-51.4pp | 80.3%-58.8pp |
| Annual return | 11.17% | 7182.46%-7171.3pp | 3512.12%-3501.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $872 | $3,069-71.6% | $2,731-68.1% | $4,660-81.3% |
| Participant deferral / active EE | $1,082 | $4,783-77.4% | $4,000-72.9% | $6,688-83.8% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |