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 | $100,677 | $105,859-4.9% | $90,160+11.7% | $147,584-31.8% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 17.21% | 37.63%-20.4pp | 34.88%-17.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,312 | $4,126-44.0% | $3,318-30.3% | $4,876-52.6% |
| Participant deferral / active EE | $3,595 | $5,733-37.3% | $5,288-32.0% | $5,439-33.9% |
| Admin fee / account holder | $39 | $8,046-99.5% | $5,943-99.4% | $10,885-99.6% |