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 | $80,360 | $73,515+9.3% | $62,995+27.6% | $147,584-45.5% |
| Participation rate | 17.6% | 77.9%-60.2pp | 74.8%-57.2pp | 82.8%-65.2pp |
| Annual return | 19.27% | 175.43%-156.2pp | 87.57%-68.3pp | 578.55%-559.3pp |
| Employer contribution / active EE | $551 | $3,320-83.4% | $2,759-80.0% | $4,876-88.7% |
| Participant deferral / active EE | $744 | $4,185-82.2% | $3,329-77.7% | $5,439-86.3% |
| Admin fee / account holder | $69 | $5,953-98.8% | $3,600-98.1% | $10,885-99.4% |