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 | $76,776 | $95,416-19.5% | $185,823-58.7% | $85,850-10.6% |
| Participation rate | 38.9% | 68.8%-29.9pp | 81.7%-42.8pp | 69.3%-30.4pp |
| Annual return | 34.32% | 23.59%+10.7pp | 122.05%-87.7pp | 318.53%-284.2pp |
| Employer contribution / active EE | $614 | $3,314-81.5% | $5,167-88.1% | $2,565-76.1% |
| Participant deferral / active EE | $1,492 | $3,423-56.4% | $5,568-73.2% | $3,952-62.2% |
| Admin fee / account holder | $35 | $7,213-99.5% | $16,237-99.8% | $6,260-99.4% |