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 | $88,630 | $104,907-15.5% | $84,611+4.7% | $152,861-42.0% |
| Participation rate | 16.7% | 74.8%-58.2pp | 68.2%-51.6pp | 82.4%-65.8pp |
| Annual return | 22.16% | 373.79%-351.6pp | 258.74%-236.6pp | 345.32%-323.2pp |
| Employer contribution / active EE | $634 | $3,302-80.8% | $2,652-76.1% | $4,762-86.7% |
| Participant deferral / active EE | $2,958 | $4,688-36.9% | $3,899-24.1% | $5,850-49.4% |
| Admin fee / account holder | $20 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |