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 | $86,430 | $99,652-13.3% | $78,778+9.7% | $147,584-41.4% |
| Participation rate | 65.2% | 76.2%-11.0pp | 69.2%-4.0pp | 82.8%-17.6pp |
| Annual return | 23.37% | 47.28%-23.9pp | 35.62%-12.2pp | 578.55%-555.2pp |
| Employer contribution / active EE | $631 | $2,796-77.4% | $1,986-68.2% | $4,876-87.1% |
| Participant deferral / active EE | $2,894 | $3,664-21.0% | $2,958-2.2% | $5,439-46.8% |
| Admin fee / account holder | $144 | $7,155-98.0% | $5,134-97.2% | $10,885-98.7% |