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 | $96,093 | $77,419+24.1% | $69,455+38.4% | $152,861-37.1% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.4%-49.1pp |
| Annual return | 14.77% | 39.06%-24.3pp | 28.97%-14.2pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,154 | $3,315-65.2% | $2,779-58.5% | $4,762-75.8% |
| Participant deferral / active EE | $7,073 | $4,414+60.3% | $3,535+100.1% | $5,850+20.9% |
| Admin fee / account holder | $45 | $6,207-99.3% | $3,839-98.8% | $11,596-99.6% |