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 | $62,985 | $34,308+83.6% | $74,701-15.7% | $72,985-13.7% |
| Participation rate | 26.7% | 42.4%-15.7pp | 54.5%-27.8pp | 69.5%-42.8pp |
| Annual return | 25.41% | 26.58%-1.2pp | 752.92%-727.5pp | 81.00%-55.6pp |
| Employer contribution / active EE | $280 | $692-59.6% | $1,084-74.2% | $2,440-88.5% |
| Participant deferral / active EE | $1,686 | $1,271+32.6% | $1,964-14.2% | $3,607-53.3% |
| Admin fee / account holder | $54 | $2,124-97.4% | $3,333-98.4% | $5,124-98.9% |