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 7-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 | $55,489 | $34,308+61.7% | $74,701-25.7% | $72,985-24.0% |
| Participation rate | 21.1% | 42.4%-21.3pp | 54.5%-33.4pp | 69.5%-48.4pp |
| Annual return | 24.90% | 26.58%-1.7pp | 752.92%-728.0pp | 81.00%-56.1pp |
| Employer contribution / active EE | $423 | $692-38.9% | $1,084-61.0% | $2,440-82.7% |
| Participant deferral / active EE | $1,321 | $1,271+3.9% | $1,964-32.7% | $3,607-63.4% |
| Admin fee / account holder | $24 | $2,124-98.9% | $3,333-99.3% | $5,124-99.5% |