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 | $55,299 | $99,918-44.7% | $81,382-32.1% | $145,922-62.1% |
| Participation rate | 65.2% | 74.2%-9.0pp | 69.5%-4.3pp | 80.3%-15.1pp |
| Annual return | 11.71% | 34.32%-22.6pp | 24.73%-13.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,604 | $2,978-46.1% | $2,463-34.9% | $4,660-65.6% |
| Participant deferral / active EE | $3,246 | $4,605-29.5% | $3,883-16.4% | $6,688-51.5% |
| Admin fee / account holder | $40 | $8,212-99.5% | $5,768-99.3% | $13,397-99.7% |