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 8-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 | $50,270 | $228,332-78.0% | $185,823-72.9% | $158,922-68.4% |
| Participation rate | 34.8% | 82.3%-47.5pp | 78.0%-43.2pp | 82.0%-47.2pp |
| Annual return | 23.45% | 40.80%-17.4pp | 35.95%-12.5pp | 302.83%-279.4pp |
| Employer contribution / active EE | $973 | $4,967-80.4% | $4,087-76.2% | $4,761-79.6% |
| Participant deferral / active EE | $2,705 | $6,415-57.8% | $5,632-52.0% | $5,982-54.8% |
| Admin fee / account holder | $7 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |