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 5-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 | $35,522 | $94,338-62.3% | $100,534-64.7% | $142,382-75.1% |
| Participation rate | 57.1% | 81.7%-24.6pp | 80.6%-23.5pp | 80.1%-23.0pp |
| Annual return | 25.46% | 29.20%-3.7pp | 32.66%-7.2pp | 217.08%-191.6pp |
| Employer contribution / active EE | $1,666 | $4,237-60.7% | $4,346-61.7% | $4,299-61.2% |
| Participant deferral / active EE | $5,116 | $5,934-13.8% | $6,144-16.7% | $6,507-21.4% |
| Admin fee / account holder | $19 | $8,421-99.8% | $7,654-99.8% | $12,624-99.8% |