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 | $42,552 | $99,652-57.3% | $78,778-46.0% | $147,584-71.2% |
| Participation rate | 65.0% | 76.2%-11.2pp | 69.2%-4.2pp | 82.8%-17.8pp |
| Annual return | 19.31% | 47.28%-28.0pp | 35.62%-16.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,990 | $2,796-28.8% | $1,986+0.2% | $4,876-59.2% |
| Participant deferral / active EE | $4,381 | $3,664+19.6% | $2,958+48.1% | $5,439-19.4% |
| Admin fee / account holder | $21 | $7,155-99.7% | $5,134-99.6% | $10,885-99.8% |