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 7-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 | $69,354 | $61,774+12.3% | $97,226-28.7% | $80,856-14.2% |
| Participation rate | 12.9% | 63.5%-50.6pp | 72.7%-59.8pp | 67.6%-54.7pp |
| Annual return | 16.39% | -557.90%+574.3pp | 75.13%-58.7pp | 35.59%-19.2pp |
| Employer contribution / active EE | $477 | $1,837-74.0% | $2,729-82.5% | $2,755-82.7% |
| Participant deferral / active EE | $1,339 | $3,029-55.8% | $4,264-68.6% | $4,296-68.8% |
| Admin fee / account holder | $78 | $5,166-98.5% | $5,654-98.6% | $6,918-98.9% |