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 | $65,119 | $85,202-23.6% | $172,739-62.3% | $72,985-10.8% |
| Participation rate | 17.1% | 70.1%-53.0pp | 82.6%-65.6pp | 69.5%-52.4pp |
| Annual return | 26.93% | 27.32%-0.4pp | 802.84%-775.9pp | 81.00%-54.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,754 | $3,260+15.1% | $5,198-27.8% | $3,607+4.1% |
| Admin fee / account holder | $231 | $5,884-96.1% | $13,954-98.3% | $5,124-95.5% |