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 | $63,829 | $53,127+20.1% | $86,590-26.3% | $70,131-9.0% |
| Participation rate | 12.8% | 65.3%-52.5pp | 73.5%-60.7pp | 69.5%-56.7pp |
| Annual return | 22.51% | 27.66%-5.2pp | 964.84%-942.3pp | 73.14%-50.6pp |
| Employer contribution / active EE | $334 | $2,068-83.8% | $2,839-88.2% | $2,342-85.7% |
| Participant deferral / active EE | $804 | $2,696-70.2% | $3,609-77.7% | $3,332-75.9% |
| Admin fee / account holder | -$741 | $3,585-120.7% | $4,906-115.1% | $4,645-116.0% |