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 | $73,197 | $96,635-24.3% | $86,612-15.5% | $139,434-47.5% |
| Participation rate | 55.6% | 74.4%-18.8pp | 71.7%-16.1pp | 80.3%-24.8pp |
| Annual return | 13.06% | 106.41%-93.4pp | 591.07%-578.0pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,255 | $3,263-30.9% | $3,022-25.4% | $4,751-52.5% |
| Participant deferral / active EE | $6,389 | $4,836+32.1% | $4,438+44.0% | $6,710-4.8% |
| Admin fee / account holder | $289 | $6,408-95.5% | $5,614-94.8% | $11,403-97.5% |