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 | $63,390 | $100,773-37.1% | $88,946-28.7% | $142,382-55.5% |
| Participation rate | 46.2% | 74.3%-28.1pp | 68.8%-22.7pp | 80.1%-34.0pp |
| Annual return | 22.30% | 70.18%-47.9pp | 57.82%-35.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,078 | $2,918-63.1% | $2,555-57.8% | $4,299-74.9% |
| Participant deferral / active EE | $5,022 | $5,230-4.0% | $4,581+9.6% | $6,507-22.8% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |