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 | $86,812 | $117,381-26.0% | $99,443-12.7% | $152,861-43.2% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.4%-22.4pp |
| Annual return | 27.89% | 31.87%-4.0pp | 30.72%-2.8pp | 345.32%-317.4pp |
| Employer contribution / active EE | $500 | $3,013-83.4% | $2,540-80.3% | $4,762-89.5% |
| Participant deferral / active EE | $1,752 | $4,086-57.1% | $3,619-51.6% | $5,850-70.1% |
| Admin fee / account holder | $19 | $7,631-99.7% | $6,250-99.7% | $11,596-99.8% |