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 6-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 | $85,295 | $70,428+21.1% | $96,562-11.7% | $85,850-0.6% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.1pp | 69.3%-2.6pp |
| Annual return | 24.29% | 18.59%+5.7pp | 37.78%-13.5pp | 318.53%-294.2pp |
| Employer contribution / active EE | $1,389 | $1,413-1.7% | $2,356-41.0% | $2,565-45.8% |
| Participant deferral / active EE | $4,658 | $2,894+61.0% | $3,849+21.0% | $3,952+17.9% |
| Admin fee / account holder | $192 | $4,997-96.2% | $6,181-96.9% | $6,260-96.9% |