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 8-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 | $69,970 | $115,770-39.6% | $101,248-30.9% | $158,922-56.0% |
| Participation rate | 31.6% | 79.4%-47.8pp | 75.8%-44.2pp | 82.0%-50.4pp |
| Annual return | 17.42% | 56.14%-38.7pp | 46.47%-29.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,130 | $4,175-72.9% | $3,660-69.1% | $4,761-76.3% |
| Participant deferral / active EE | $1,520 | $4,957-69.3% | $4,370-65.2% | $5,982-74.6% |
| Admin fee / account holder | $18 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |