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 | $88,920 | $77,899+14.1% | $149,673-40.6% | $75,163+18.3% |
| Participation rate | 46.7% | 65.6%-18.9pp | 78.8%-32.1pp | 67.2%-20.5pp |
| Annual return | 55.54% | 31.72%+23.8pp | 134.42%-78.9pp | 160.62%-105.1pp |
| Employer contribution / active EE | $1,806 | $3,137-42.4% | $4,818-62.5% | $2,670-32.3% |
| Participant deferral / active EE | $1,816 | $3,411-46.8% | $5,680-68.0% | $4,125-56.0% |
| Admin fee / account holder | $148 | $5,956-97.5% | $13,210-98.9% | $5,651-97.4% |