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 | $53,210 | $111,754-52.4% | $103,333-48.5% | $145,922-63.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.23% | 24.77%-14.5pp | 24.88%-14.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,093 | $4,212-50.3% | $3,868-45.9% | $4,660-55.1% |
| Participant deferral / active EE | $2,093 | $5,619-62.7% | $5,057-58.6% | $6,688-68.7% |
| Admin fee / account holder | $257 | $9,750-97.4% | $8,355-96.9% | $13,397-98.1% |