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 | $81,095 | $76,738+5.7% | $56,411+43.8% | $145,922-44.4% |
| Participation rate | 14.3% | 63.2%-48.9pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | 13.64% | 2994.23%-2980.6pp | 1701.33%-1687.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $179 | $1,380-87.0% | $1,039-82.7% | $4,660-96.1% |
| Participant deferral / active EE | $1,266 | $2,623-51.7% | $1,952-35.1% | $6,688-81.1% |
| Admin fee / account holder | $128 | $3,334-96.2% | $2,829-95.5% | $13,397-99.0% |