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 | $70,967 | $85,202-16.7% | $172,739-58.9% | $72,985-2.8% |
| Participation rate | 46.7% | 70.1%-23.4pp | 82.6%-36.0pp | 69.5%-22.8pp |
| Annual return | 18.16% | 27.32%-9.2pp | 802.84%-784.7pp | 81.00%-62.8pp |
| Employer contribution / active EE | $880 | $3,324-73.5% | $5,143-82.9% | $2,440-63.9% |
| Participant deferral / active EE | $2,176 | $3,260-33.3% | $5,198-58.1% | $3,607-39.7% |
| Admin fee / account holder | $135 | $5,884-97.7% | $13,954-99.0% | $5,124-97.4% |