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 | $93,322 | $74,888+24.6% | $71,209+31.1% | $142,382-34.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 19.43% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $835 | $2,854-70.8% | $2,721-69.3% | $4,299-80.6% |
| Participant deferral / active EE | $2,000 | $4,454-55.1% | $4,175-52.1% | $6,507-69.3% |
| Admin fee / account holder | $8 | $5,568-99.9% | $5,349-99.9% | $12,624-99.9% |