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 5-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 | $52,238 | $30,400+71.8% | $53,898-3.1% | $84,808-38.4% |
| Participation rate | 66.7% | 46.4%+20.2pp | 55.0%+11.7pp | 68.3%-1.6pp |
| Annual return | 21.02% | 500.19%-479.2pp | 528.60%-507.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,943 | $603+222.4% | $932+108.5% | $2,631-26.2% |
| Participant deferral / active EE | $5,104 | $1,199+325.8% | $1,826+179.5% | $4,212+21.2% |
| Admin fee / account holder | $9 | $1,993-99.6% | $2,491-99.6% | $7,344-99.9% |