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 | $92,426 | $65,395+41.3% | $182,532-49.4% | $72,985+26.6% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 69.5%-19.5pp |
| Annual return | 25.48% | 27.68%-2.2pp | 148.54%-123.1pp | 81.00%-55.5pp |
| Employer contribution / active EE | $513 | $1,911-73.2% | $4,076-87.4% | $2,440-79.0% |
| Participant deferral / active EE | $1,690 | $3,563-52.6% | $5,524-69.4% | $3,607-53.2% |
| Admin fee / account holder | $69 | $4,245-98.4% | $8,592-99.2% | $5,124-98.7% |