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 | $69,631 | $91,190-23.6% | $178,490-61.0% | $79,858-12.8% |
| Participation rate | 34.5% | 69.2%-34.7pp | 81.9%-47.4pp | 69.6%-35.2pp |
| Annual return | 23.03% | 24.19%-1.2pp | 151.07%-128.0pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,296 | $3,256-60.2% | $5,011-74.1% | $2,471-47.6% |
| Participant deferral / active EE | $2,240 | $3,236-30.8% | $5,202-56.9% | $3,740-40.1% |
| Admin fee / account holder | $26 | $6,751-99.6% | $13,984-99.8% | $5,306-99.5% |