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 | $72,570 | $102,616-29.3% | $81,983-11.5% | $158,922-54.3% |
| Participation rate | 45.5% | 75.5%-30.1pp | 69.2%-23.8pp | 82.0%-36.5pp |
| Annual return | 17.85% | 61.04%-43.2pp | 41.31%-23.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $556 | $3,240-82.8% | $2,498-77.7% | $4,761-88.3% |
| Participant deferral / active EE | $1,112 | $4,648-76.1% | $3,722-70.1% | $5,982-81.4% |
| Admin fee / account holder | $292 | $8,235-96.5% | $5,664-94.8% | $11,246-97.4% |