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 | $84,743 | $140,578-39.7% | $100,671-15.8% | $125,391-32.4% |
| Participation rate | 25.0% | 80.4%-55.4pp | 70.7%-45.7pp | 83.2%-58.2pp |
| Annual return | 4.79% | 24.67%-19.9pp | 20.43%-15.6pp | 282.22%-277.4pp |
| Employer contribution / active EE | $708 | $5,965-88.1% | $4,012-82.3% | $4,866-85.4% |
| Participant deferral / active EE | $3,075 | $3,981-22.8% | $3,144-2.2% | $5,352-42.5% |
| Admin fee / account holder | $10 | $6,716-99.9% | $4,850-99.8% | $9,540-99.9% |