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 | $66,974 | $58,208+15.1% | $81,812-18.1% | $80,856-17.2% |
| Participation rate | 26.9% | 63.4%-36.5pp | 72.3%-45.4pp | 67.6%-40.7pp |
| Annual return | 11.31% | 41.66%-30.4pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $781 | $2,340-66.6% | $2,912-73.2% | $2,755-71.6% |
| Participant deferral / active EE | $2,585 | $3,281-21.2% | $4,319-40.1% | $4,296-39.8% |
| Admin fee / account holder | $16 | $4,981-99.7% | $7,386-99.8% | $6,918-99.8% |