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 | $50,084 | $106,515-53.0% | $96,683-48.2% | $139,434-64.1% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.3%-32.7pp | 80.3%-38.7pp |
| Annual return | 14.99% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,014 | $4,103-75.3% | $3,737-72.9% | $4,751-78.7% |
| Participant deferral / active EE | $3,977 | $5,454-27.1% | $4,878-18.5% | $6,710-40.7% |
| Admin fee / account holder | $49 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |