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 | $98,778 | $101,069-2.3% | $81,478+21.2% | $147,584-33.1% |
| Participation rate | 42.9% | 74.5%-31.6pp | 68.0%-25.1pp | 82.8%-40.0pp |
| Annual return | 14.05% | 32.40%-18.3pp | 38.78%-24.7pp | 578.55%-564.5pp |
| Employer contribution / active EE | $263 | $3,205-91.8% | $2,568-89.7% | $4,876-94.6% |
| Participant deferral / active EE | $599 | $4,242-85.9% | $3,537-83.1% | $5,439-89.0% |
| Admin fee / account holder | $222 | $5,812-96.2% | $4,561-95.1% | $10,885-98.0% |