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 | $60,595 | $109,327-44.6% | $89,391-32.2% | $158,922-61.9% |
| Participation rate | 31.6% | 74.3%-42.7pp | 68.0%-36.4pp | 82.0%-50.4pp |
| Annual return | 24.96% | 345.68%-320.7pp | 245.62%-220.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $672 | $3,170-78.8% | $2,586-74.0% | $4,761-85.9% |
| Participant deferral / active EE | $2,852 | $4,598-38.0% | $3,890-26.7% | $5,982-52.3% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |