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 | $85,393 | $99,877-14.5% | $84,966+0.5% | $145,922-41.5% |
| Participation rate | 46.7% | 74.1%-27.4pp | 67.5%-20.8pp | 80.3%-33.6pp |
| Annual return | 12.65% | 83.76%-71.1pp | 66.38%-53.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $425 | $3,231-86.9% | $2,727-84.4% | $4,660-90.9% |
| Participant deferral / active EE | $4,665 | $5,291-11.8% | $4,519+3.2% | $6,688-30.2% |
| Admin fee / account holder | $94 | $7,248-98.7% | $6,149-98.5% | $13,397-99.3% |