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 | $71,755 | $49,922+43.7% | $80,569-10.9% | $75,163-4.5% |
| Participation rate | 34.8% | 55.3%-20.5pp | 67.0%-32.2pp | 67.2%-32.4pp |
| Annual return | 25.00% | 34.69%-9.7pp | 935.43%-910.4pp | 160.62%-135.6pp |
| Employer contribution / active EE | $860 | $1,698-49.3% | $2,723-68.4% | $2,670-67.8% |
| Participant deferral / active EE | $1,722 | $2,990-42.4% | $4,447-61.3% | $4,125-58.3% |
| Admin fee / account holder | $143 | $3,577-96.0% | $5,377-97.3% | $5,651-97.5% |