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 | $34,718 | $70,756-50.9% | $65,493-47.0% | $142,382-75.6% |
| Participation rate | 33.3% | 77.4%-44.0pp | 73.1%-39.8pp | 80.1%-46.8pp |
| Annual return | 16.81% | 1754.89%-1738.1pp | 982.45%-965.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,247 | $2,881-56.7% | $2,574-51.6% | $4,299-71.0% |
| Participant deferral / active EE | $1,558 | $4,637-66.4% | $3,961-60.7% | $6,507-76.1% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |