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 | $75,860 | $159,602-52.5% | $150,045-49.4% | $142,382-46.7% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 14.00% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,277 | $4,961-74.3% | $4,693-72.8% | $4,299-70.3% |
| Participant deferral / active EE | $3,700 | $8,310-55.5% | $7,997-53.7% | $6,507-43.1% |
| Admin fee / account holder | $241 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |