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 8-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 | $50,308 | $44,960+11.9% | $84,966-40.8% | $74,495-32.5% |
| Participation rate | 11.8% | 49.4%-37.6pp | 67.5%-55.7pp | 67.2%-55.4pp |
| Annual return | 13.69% | 26.24%-12.5pp | 66.38%-52.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $367 | $1,457-74.8% | $2,727-86.5% | $2,623-86.0% |
| Participant deferral / active EE | $658 | $2,731-75.9% | $4,519-85.4% | $4,346-84.9% |
| Admin fee / account holder | $122 | $2,209-94.5% | $6,149-98.0% | $1,942-93.7% |