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 | $55,002 | $89,355-38.4% | $141,162-61.0% | $72,985-24.6% |
| Participation rate | 55.6% | 75.1%-19.6pp | 82.5%-26.9pp | 69.5%-13.9pp |
| Annual return | 24.67% | 111.85%-87.2pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,421 | $3,114-54.4% | $4,735-70.0% | $2,440-41.8% |
| Participant deferral / active EE | $2,759 | $5,418-49.1% | $6,709-58.9% | $3,607-23.5% |
| Admin fee / account holder | $26 | $5,958-99.6% | $10,261-99.7% | $5,124-99.5% |