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 | $56,569 | $58,694-3.6% | $142,863-60.4% | $85,850-34.1% |
| Participation rate | 64.9% | 58.5%+6.4pp | 71.9%-7.1pp | 69.3%-4.4pp |
| Annual return | 14.87% | 27.72%-12.9pp | 5637.54%-5622.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,444 | $1,423+1.5% | $4,144-65.2% | $2,565-43.7% |
| Participant deferral / active EE | $3,836 | $2,607+47.1% | $3,8370% | $3,952-2.9% |
| Admin fee / account holder | $173 | $4,239-95.9% | $6,560-97.4% | $6,260-97.2% |