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 | $61,991 | $53,127+16.7% | $86,590-28.4% | $70,131-11.6% |
| Participation rate | 54.8% | 65.3%-10.5pp | 73.5%-18.7pp | 69.5%-14.7pp |
| Annual return | 19.20% | 27.66%-8.5pp | 964.84%-945.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $270 | $2,068-87.0% | $2,839-90.5% | $2,342-88.5% |
| Participant deferral / active EE | $1,797 | $2,696-33.3% | $3,609-50.2% | $3,332-46.1% |
| Admin fee / account holder | $90 | $3,585-97.5% | $4,906-98.2% | $4,645-98.1% |