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 | $67,549 | $99,918-32.4% | $81,382-17.0% | $145,922-53.7% |
| Participation rate | 39.1% | 74.2%-35.0pp | 69.5%-30.4pp | 80.3%-41.1pp |
| Annual return | 17.05% | 34.32%-17.3pp | 24.73%-7.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $653 | $2,978-78.1% | $2,463-73.5% | $4,660-86.0% |
| Participant deferral / active EE | $1,869 | $4,605-59.4% | $3,883-51.9% | $6,688-72.0% |
| Admin fee / account holder | $35 | $8,212-99.6% | $5,768-99.4% | $13,397-99.7% |