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 | $78,974 | $48,230+63.7% | $67,502+17.0% | $80,856-2.3% |
| Participation rate | 30.8% | 66.4%-35.6pp | 72.9%-42.1pp | 67.6%-36.9pp |
| Annual return | 15.86% | 18.28%-2.4pp | 3512.12%-3496.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,014 | $2,020-49.8% | $2,731-62.9% | $2,755-63.2% |
| Participant deferral / active EE | $1,101 | $2,924-62.3% | $4,000-72.5% | $4,296-74.4% |
| Admin fee / account holder | $4 | $3,681-99.9% | $3,998-99.9% | $6,918-99.9% |