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 | $86,309 | $56,114+53.8% | $96,139-10.2% | $85,850+0.5% |
| Participation rate | 48.7% | 56.7%-8.0pp | 68.4%-19.7pp | 69.3%-20.6pp |
| Annual return | 19.11% | 42.30%-23.2pp | 191.94%-172.8pp | 318.53%-299.4pp |
| Employer contribution / active EE | $1,391 | $1,620-14.1% | $2,797-50.3% | $2,565-45.8% |
| Participant deferral / active EE | $2,645 | $2,859-7.5% | $4,349-39.2% | $3,952-33.1% |
| Admin fee / account holder | $29 | $3,768-99.2% | $5,537-99.5% | $6,260-99.5% |