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 | $64,586 | $105,998-39.1% | $92,233-30.0% | $147,584-56.2% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 12.52% | 50.05%-37.5pp | 176.28%-163.8pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,667 | $4,333-61.5% | $3,679-54.7% | $4,876-65.8% |
| Participant deferral / active EE | $2,918 | $4,478-34.8% | $3,897-25.1% | $5,439-46.3% |
| Admin fee / account holder | $191 | $6,332-97.0% | $5,194-96.3% | $10,885-98.2% |