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 | $65,082 | $54,705+19.0% | $71,209-8.6% | $84,808-23.3% |
| Participation rate | 34.4% | 64.1%-29.7pp | 73.8%-39.4pp | 68.3%-33.9pp |
| Annual return | 16.94% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $282 | $2,158-86.9% | $2,721-89.6% | $2,631-89.3% |
| Participant deferral / active EE | $1,386 | $3,030-54.3% | $4,175-66.8% | $4,212-67.1% |
| Admin fee / account holder | $255 | $4,863-94.8% | $5,349-95.2% | $7,344-96.5% |