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 | $51,506 | $133,922-61.5% | $116,228-55.7% | $142,382-63.8% |
| Participation rate | 47.1% | 77.9%-30.8pp | 74.6%-27.5pp | 80.1%-33.1pp |
| Annual return | 14.24% | 147.76%-133.5pp | 90.06%-75.8pp | 217.08%-202.8pp |
| Employer contribution / active EE | $925 | $3,446-73.2% | $2,994-69.1% | $4,299-78.5% |
| Participant deferral / active EE | $2,128 | $5,672-62.5% | $4,953-57.0% | $6,507-67.3% |
| Admin fee / account holder | $252 | $14,945-98.3% | $11,989-97.9% | $12,624-98.0% |