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 | $64,293 | $177,572-63.8% | $154,803-58.5% | $142,382-54.8% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.1%-58.1pp | 80.1%-60.1pp |
| Annual return | 16.03% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,318 | $4,810-72.6% | $4,305-69.4% | $4,299-69.3% |
| Participant deferral / active EE | $2,400 | $6,272-61.7% | $5,540-56.7% | $6,507-63.1% |
| Admin fee / account holder | $224 | $16,786-98.7% | $14,329-98.4% | $12,624-98.2% |