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 5-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 | $87,293 | $74,888+16.6% | $71,209+22.6% | $142,382-38.7% |
| Participation rate | 6.3% | 76.2%-70.0pp | 73.8%-67.5pp | 80.1%-73.9pp |
| Annual return | 22.40% | 345.14%-322.7pp | 282.51%-260.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,466 | $4,454-67.1% | $4,175-64.9% | $6,507-77.5% |
| Admin fee / account holder | $39 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |