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 | $50,588 | $90,348-44.0% | $75,972-33.4% | $145,922-65.3% |
| Participation rate | 23.5% | 74.5%-50.9pp | 69.1%-45.5pp | 80.3%-56.7pp |
| Annual return | 17.09% | 620.88%-603.8pp | 359.55%-342.5pp | 561.29%-544.2pp |
| Employer contribution / active EE | $627 | $3,311-81.1% | $2,685-76.7% | $4,660-86.6% |
| Participant deferral / active EE | $3,199 | $5,162-38.0% | $4,255-24.8% | $6,688-52.2% |
| Admin fee / account holder | $20 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |