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 | $29,066 | $49,173-40.9% | $121,098-76.0% | $75,163-61.3% |
| Participation rate | 58.8% | 55.4%+3.4pp | 69.5%-10.7pp | 67.2%-8.4pp |
| Annual return | 19.62% | 55.99%-36.4pp | 985.75%-966.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $724 | $1,546-53.1% | $4,164-82.6% | $2,670-72.9% |
| Participant deferral / active EE | $1,479 | $2,628-43.7% | $4,080-63.7% | $4,125-64.1% |
| Admin fee / account holder | $153 | $3,942-96.1% | $5,644-97.3% | $5,651-97.3% |