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 | $55,328 | $93,571-40.9% | $135,903-59.3% | $75,163-26.4% |
| Participation rate | 53.6% | 75.2%-21.6pp | 81.9%-28.3pp | 67.2%-13.6pp |
| Annual return | 19.02% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,064 | $3,537-41.6% | $4,856-57.5% | $2,670-22.7% |
| Participant deferral / active EE | $3,551 | $6,404-44.6% | $7,758-54.2% | $4,125-13.9% |
| Admin fee / account holder | $161 | $6,975-97.7% | $10,762-98.5% | $5,651-97.1% |