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 | $78,295 | $96,635-19.0% | $86,612-9.6% | $139,434-43.8% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 22.93% | 106.41%-83.5pp | 591.07%-568.1pp | 372.94%-350.0pp |
| Employer contribution / active EE | $400 | $3,263-87.7% | $3,022-86.8% | $4,751-91.6% |
| Participant deferral / active EE | $3,333 | $4,836-31.1% | $4,438-24.9% | $6,710-50.3% |
| Admin fee / account holder | $60 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |