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 | $59,450 | $63,346-6.1% | $92,233-35.5% | $70,131-15.2% |
| Participation rate | 20.0% | 68.7%-48.7pp | 76.5%-56.5pp | 69.5%-49.5pp |
| Annual return | 20.26% | 530.12%-509.9pp | 176.28%-156.0pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,043 | $2,471-57.8% | $3,679-71.7% | $2,342-55.5% |
| Participant deferral / active EE | $1,575 | $2,854-44.8% | $3,897-59.6% | $3,332-52.7% |
| Admin fee / account holder | $273 | $3,840-92.9% | $5,194-94.7% | $4,645-94.1% |