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 | $100,294 | $63,346+58.3% | $92,233+8.7% | $70,131+43.0% |
| Participation rate | 36.6% | 68.7%-32.1pp | 76.5%-39.9pp | 69.5%-32.9pp |
| Annual return | 13.68% | 530.12%-516.4pp | 176.28%-162.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,177 | $2,471-52.4% | $3,679-68.0% | $2,342-49.7% |
| Participant deferral / active EE | $2,571 | $2,854-9.9% | $3,897-34.0% | $3,332-22.8% |
| Admin fee / account holder | $99 | $3,840-97.4% | $5,194-98.1% | $4,645-97.9% |