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 | $51,481 | $98,240-47.6% | $82,313-37.5% | $147,584-65.1% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 17.05% | 30.85%-13.8pp | 25.88%-8.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,275 | $3,192-60.1% | $2,428-47.5% | $4,876-73.9% |
| Participant deferral / active EE | $4,865 | $4,383+11.0% | $3,706+31.3% | $5,439-10.5% |
| Admin fee / account holder | $164 | $8,563-98.1% | $5,608-97.1% | $10,885-98.5% |