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 | $66,081 | $165,912-60.2% | $122,332-46.0% | $147,584-55.2% |
| Participation rate | 34.8% | 79.6%-44.8pp | 71.6%-36.9pp | 82.8%-48.0pp |
| Annual return | 17.19% | 34.55%-17.4pp | 30.27%-13.1pp | 578.55%-561.4pp |
| Employer contribution / active EE | $40 | $5,754-99.3% | $4,050-99.0% | $4,876-99.2% |
| Participant deferral / active EE | $1,674 | $4,005-58.2% | $3,287-49.1% | $5,439-69.2% |
| Admin fee / account holder | $10 | $7,424-99.9% | $5,478-99.8% | $10,885-99.9% |