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 | $107,322 | $29,660+261.8% | $56,411+90.2% | $80,856+32.7% |
| Participation rate | 3.0% | 41.6%-38.6pp | 52.5%-49.4pp | 67.6%-64.6pp |
| Annual return | 16.79% | 35.23%-18.4pp | 1701.33%-1684.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $128 | $669-80.9% | $1,039-87.7% | $2,755-95.4% |
| Participant deferral / active EE | $909 | $1,226-25.9% | $1,952-53.4% | $4,296-78.8% |
| Admin fee / account holder | $99 | $2,428-95.9% | $2,829-96.5% | $6,918-98.6% |