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 | $23,650 | $34,308-31.1% | $74,701-68.3% | $72,985-67.6% |
| Participation rate | 31.6% | 42.4%-10.8pp | 54.5%-22.9pp | 69.5%-37.9pp |
| Annual return | 20.73% | 26.58%-5.9pp | 752.92%-732.2pp | 81.00%-60.3pp |
| Employer contribution / active EE | $151 | $692-78.2% | $1,084-86.1% | $2,440-93.8% |
| Participant deferral / active EE | $603 | $1,271-52.6% | $1,964-69.3% | $3,607-83.3% |
| Admin fee / account holder | $249 | $2,124-88.3% | $3,333-92.5% | $5,124-95.1% |