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 | $57,334 | $181,894-68.5% | $156,549-63.4% | $273,961-79.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 12.42% | 30.74%-18.3pp | 32.23%-19.8pp | 41.45%-29.0pp |
| Employer contribution / active EE | $3,951 | $6,248-36.8% | $5,501-28.2% | $4,869-18.8% |
| Participant deferral / active EE | $7,009 | $5,550+26.3% | $4,871+43.9% | $5,287+32.6% |
| Admin fee / account holder | $296 | $15,559-98.1% | $13,027-97.7% | $10,132-97.1% |