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 | $75,803 | $115,770-34.5% | $101,248-25.1% | $158,922-52.3% |
| Participation rate | 64.3% | 79.4%-15.1pp | 75.8%-11.5pp | 82.0%-17.7pp |
| Annual return | 12.02% | 56.14%-44.1pp | 46.47%-34.5pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,514 | $4,175-39.8% | $3,660-31.3% | $4,761-47.2% |
| Participant deferral / active EE | $6,089 | $4,957+22.8% | $4,370+39.3% | $5,982+1.8% |
| Admin fee / account holder | $10 | $7,245-99.9% | $5,945-99.8% | $11,246-99.9% |