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 | $99,780 | $165,912-39.9% | $122,332-18.4% | $147,584-32.4% |
| Participation rate | 60.0% | 79.6%-19.6pp | 71.6%-11.6pp | 82.8%-22.8pp |
| Annual return | 15.26% | 34.55%-19.3pp | 30.27%-15.0pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,070 | $5,754-81.4% | $4,050-73.6% | $4,876-78.1% |
| Participant deferral / active EE | $7,965 | $4,005+98.9% | $3,287+142.3% | $5,439+46.5% |
| Admin fee / account holder | $131 | $7,424-98.2% | $5,478-97.6% | $10,885-98.8% |