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 | $106,502 | $34,308+210.4% | $74,701+42.6% | $72,985+45.9% |
| Participation rate | 26.7% | 42.4%-15.7pp | 54.5%-27.8pp | 69.5%-42.8pp |
| Annual return | 29.29% | 26.58%+2.7pp | 752.92%-723.6pp | 81.00%-51.7pp |
| Employer contribution / active EE | $220 | $692-68.2% | $1,084-79.7% | $2,440-91.0% |
| Participant deferral / active EE | $1,528 | $1,271+20.2% | $1,964-22.2% | $3,607-57.7% |
| Admin fee / account holder | $15 | $2,124-99.3% | $3,333-99.6% | $5,124-99.7% |