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 | $90,538 | $74,888+20.9% | $71,209+27.1% | $142,382-36.4% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.1%-52.8pp |
| Annual return | 13.85% | 345.14%-331.3pp | 282.51%-268.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $716 | $2,854-74.9% | $2,721-73.7% | $4,299-83.4% |
| Participant deferral / active EE | $2,488 | $4,454-44.2% | $4,175-40.4% | $6,507-61.8% |
| Admin fee / account holder | $45 | $5,568-99.2% | $5,349-99.2% | $12,624-99.6% |