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 | $51,525 | $74,888-31.2% | $71,209-27.6% | $142,382-63.8% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.1%-51.5pp |
| Annual return | 16.46% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,118 | $2,854-60.8% | $2,721-58.9% | $4,299-74.0% |
| Participant deferral / active EE | $1,892 | $4,454-57.5% | $4,175-54.7% | $6,507-70.9% |
| Admin fee / account holder | $218 | $5,568-96.1% | $5,349-95.9% | $12,624-98.3% |