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 | $66,645 | $99,020-32.7% | $86,590-23.0% | $147,584-54.8% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 18.85% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,100 | $3,132-32.9% | $2,839-26.0% | $4,876-56.9% |
| Participant deferral / active EE | $6,333 | $3,972+59.4% | $3,609+75.5% | $5,439+16.4% |
| Admin fee / account holder | $16 | $5,710-99.7% | $4,906-99.7% | $10,885-99.9% |