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 | $69,030 | $158,398-56.4% | $126,539-45.4% | $142,382-51.5% |
| Participation rate | 26.7% | 75.8%-49.1pp | 69.8%-43.2pp | 80.1%-53.5pp |
| Annual return | 14.58% | 593.76%-579.2pp | 425.95%-411.4pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,005 | $4,650-78.4% | $3,674-72.6% | $4,299-76.6% |
| Participant deferral / active EE | $1,402 | $4,767-70.6% | $4,083-65.7% | $6,507-78.5% |
| Admin fee / account holder | $24 | $6,918-99.7% | $6,065-99.6% | $12,624-99.8% |