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 | $99,120 | $95,561+3.7% | $77,163+28.5% | $139,434-28.9% |
| Participation rate | 20.0% | 73.9%-53.9pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 15.34% | 54.92%-39.6pp | 37.87%-22.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $469 | $3,147-85.1% | $2,535-81.5% | $4,751-90.1% |
| Participant deferral / active EE | $1,172 | $4,624-74.7% | $3,833-69.4% | $6,710-82.5% |
| Admin fee / account holder | $60 | $8,295-99.3% | $5,472-98.9% | $11,403-99.5% |