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 | $56,333 | $70,606-20.2% | $53,898+4.5% | $142,382-60.4% |
| Participation rate | 30.0% | 63.7%-33.7pp | 55.0%-25.0pp | 80.1%-50.1pp |
| Annual return | 18.27% | 619.81%-601.5pp | 528.60%-510.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,041 | $1,202-13.4% | $932+11.7% | $4,299-75.8% |
| Participant deferral / active EE | $2,086 | $2,364-11.8% | $1,826+14.2% | $6,507-68.0% |
| Admin fee / account holder | $241 | $2,852-91.6% | $2,491-90.3% | $12,624-98.1% |