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 | $88,706 | $115,770-23.4% | $101,248-12.4% | $158,922-44.2% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | 21.36% | 56.14%-34.8pp | 46.47%-25.1pp | 302.83%-281.5pp |
| Employer contribution / active EE | $891 | $4,175-78.7% | $3,660-75.7% | $4,761-81.3% |
| Participant deferral / active EE | $4,461 | $4,957-10.0% | $4,370+2.1% | $5,982-25.4% |
| Admin fee / account holder | $3 | $7,245-100.0% | $5,945-99.9% | $11,246-100.0% |