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 | $88,680 | $77,314+14.7% | $177,989-50.2% | $80,856+9.7% |
| Participation rate | 40.7% | 65.7%-25.0pp | 77.1%-36.3pp | 67.6%-26.9pp |
| Annual return | 16.60% | 18.09%-1.5pp | 294.48%-277.9pp | 35.59%-19.0pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,854 | $4,411+55.4% | $6,276+9.2% | $4,296+59.6% |
| Admin fee / account holder | $208 | $7,191-97.1% | $10,363-98.0% | $6,918-97.0% |