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 3-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 | $79,984 | $69,207+15.6% | $64,056+24.9% | $139,434-42.6% |
| Participation rate | 45.5% | 75.6%-30.1pp | 72.3%-26.8pp | 80.3%-34.9pp |
| Annual return | 21.97% | 45.88%-23.9pp | 33.69%-11.7pp | 372.94%-351.0pp |
| Employer contribution / active EE | $869 | $3,182-72.7% | $2,747-68.3% | $4,751-81.7% |
| Participant deferral / active EE | $1,964 | $4,682-58.1% | $3,880-49.4% | $6,710-70.7% |
| Admin fee / account holder | $8 | $4,244-99.8% | $3,068-99.7% | $11,403-99.9% |