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 | $72,105 | $58,208+23.9% | $81,812-11.9% | $80,856-10.8% |
| Participation rate | 65.5% | 63.4%+2.1pp | 72.3%-6.8pp | 67.6%-2.1pp |
| Annual return | 17.73% | 41.66%-23.9pp | 773.79%-756.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $916 | $2,340-60.8% | $2,912-68.5% | $2,755-66.7% |
| Participant deferral / active EE | $3,939 | $3,281+20.1% | $4,319-8.8% | $4,296-8.3% |
| Admin fee / account holder | $17 | $4,981-99.6% | $7,386-99.8% | $6,918-99.7% |