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 | $53,444 | $99,652-46.4% | $78,778-32.2% | $147,584-63.8% |
| Participation rate | 52.9% | 76.2%-23.3pp | 69.2%-16.2pp | 82.8%-29.9pp |
| Annual return | 15.19% | 47.28%-32.1pp | 35.62%-20.4pp | 578.55%-563.4pp |
| Employer contribution / active EE | $597 | $2,796-78.7% | $1,986-69.9% | $4,876-87.8% |
| Participant deferral / active EE | $747 | $3,664-79.6% | $2,958-74.7% | $5,439-86.3% |
| Admin fee / account holder | $4 | $7,155-99.9% | $5,134-99.9% | $10,885-100.0% |