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 | $59,079 | $115,882-49.0% | $100,516-41.2% | $158,922-62.8% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 14.77% | 34.79%-20.0pp | 30.89%-16.1pp | 302.83%-288.1pp |
| Employer contribution / active EE | $613 | $4,103-85.1% | $3,418-82.1% | $4,761-87.1% |
| Participant deferral / active EE | $4,302 | $6,674-35.5% | $6,270-31.4% | $5,982-28.1% |
| Admin fee / account holder | $17 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |