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 | $70,012 | $106,890-34.5% | $84,015-16.7% | $152,861-54.2% |
| Participation rate | 41.7% | 75.2%-33.6pp | 69.0%-27.3pp | 82.4%-40.8pp |
| Annual return | 24.49% | 104.99%-80.5pp | 71.31%-46.8pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,017 | $2,734-62.8% | $1,983-48.7% | $4,762-78.7% |
| Participant deferral / active EE | $5,084 | $4,011+26.7% | $3,239+57.0% | $5,850-13.1% |
| Admin fee / account holder | $267 | $8,285-96.8% | $6,101-95.6% | $11,596-97.7% |