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 | $68,846 | $48,046+43.3% | $84,611-18.6% | $72,985-5.7% |
| Participation rate | 69.5% | 57.6%+11.9pp | 68.2%+1.3pp | 69.5%0pp |
| Annual return | 24.02% | 37.38%-13.4pp | 258.74%-234.7pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,958 | $1,602+22.2% | $2,652-26.2% | $2,440-19.7% |
| Participant deferral / active EE | $3,221 | $2,680+20.2% | $3,899-17.4% | $3,607-10.7% |
| Admin fee / account holder | $277 | $3,395-91.8% | $4,912-94.4% | $5,124-94.6% |