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 | $63,891 | $127,264-49.8% | $109,895-41.9% | $167,490-61.9% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.2%-49.2pp | 82.1%-57.1pp |
| Annual return | 15.98% | 22.97%-7.0pp | 29.45%-13.5pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,967 | $3,322-10.7% | $2,842+4.4% | $4,837-38.7% |
| Participant deferral / active EE | $4,875 | $4,514+8.0% | $4,048+20.4% | $6,341-23.1% |
| Admin fee / account holder | $20 | $7,114-99.7% | $6,066-99.7% | $12,309-99.8% |