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 | $65,823 | $72,012-8.6% | $185,823-64.6% | $79,858-17.6% |
| Participation rate | 67.4% | 65.8%+1.7pp | 78.0%-10.6pp | 69.6%-2.2pp |
| Annual return | 17.10% | 23.12%-6.0pp | 35.95%-18.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $989 | $1,965-49.7% | $4,087-75.8% | $2,471-60.0% |
| Participant deferral / active EE | $1,922 | $3,779-49.1% | $5,632-65.9% | $3,740-48.6% |
| Admin fee / account holder | $100 | $4,513-97.8% | $9,500-98.9% | $5,306-98.1% |