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 | $29,632 | $110,502-73.2% | $80,716-63.3% | $167,490-82.3% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 18.36% | 120.54%-102.2pp | 87.28%-68.9pp | 478.56%-460.2pp |
| Employer contribution / active EE | $395 | $1,543-74.4% | $1,160-66.0% | $4,837-91.8% |
| Participant deferral / active EE | $481 | $2,871-83.3% | $2,146-77.6% | $6,341-92.4% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |