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 | $75,093 | $197,591-62.0% | $177,821-57.8% | $158,922-52.7% |
| Participation rate | 52.4% | 88.5%-36.2pp | 87.7%-35.3pp | 82.0%-29.6pp |
| Annual return | 24.51% | 58.76%-34.2pp | 48.32%-23.8pp | 302.83%-278.3pp |
| Employer contribution / active EE | $2,179 | $6,697-67.5% | $5,918-63.2% | $4,761-54.2% |
| Participant deferral / active EE | $7,396 | $8,405-12.0% | $7,714-4.1% | $5,982+23.6% |
| Admin fee / account holder | $117 | $15,399-99.2% | $12,427-99.1% | $11,246-99.0% |