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 | $54,950 | $91,190-39.7% | $178,490-69.2% | $79,858-31.2% |
| Participation rate | 52.0% | 69.2%-17.2pp | 81.9%-29.9pp | 69.6%-17.6pp |
| Annual return | 17.37% | 24.19%-6.8pp | 151.07%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,742 | $3,256-46.5% | $5,011-65.2% | $2,471-29.5% |
| Participant deferral / active EE | $4,513 | $3,236+39.4% | $5,202-13.2% | $3,740+20.7% |
| Admin fee / account holder | $36 | $6,751-99.5% | $13,984-99.7% | $5,306-99.3% |