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 | $59,624 | $105,998-43.8% | $92,233-35.4% | $147,584-59.6% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 16.31% | 50.05%-33.7pp | 176.28%-160.0pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,824 | $4,333-34.8% | $3,679-23.3% | $4,876-42.1% |
| Participant deferral / active EE | $5,027 | $4,478+12.3% | $3,897+29.0% | $5,439-7.6% |
| Admin fee / account holder | $290 | $6,332-95.4% | $5,194-94.4% | $10,885-97.3% |