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 | $13,816 | $99,020-86.0% | $86,590-84.0% | $147,584-90.6% |
| Participation rate | 27.3% | 76.3%-49.1pp | 73.5%-46.3pp | 82.8%-55.6pp |
| Annual return | 16.01% | 1312.34%-1296.3pp | 964.84%-948.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $169 | $3,132-94.6% | $2,839-94.1% | $4,876-96.5% |
| Participant deferral / active EE | $863 | $3,972-78.3% | $3,609-76.1% | $5,439-84.1% |
| Admin fee / account holder | $176 | $5,710-96.9% | $4,906-96.4% | $10,885-98.4% |