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 | $64,118 | $102,317-37.3% | $146,958-56.4% | $80,856-20.7% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.2%-17.9pp | 67.6%-3.4pp |
| Annual return | 20.85% | 134.76%-113.9pp | 418.34%-397.5pp | 35.59%-14.7pp |
| Employer contribution / active EE | $1,911 | $3,713-48.5% | $4,933-61.3% | $2,755-30.6% |
| Participant deferral / active EE | $5,287 | $6,644-20.4% | $8,070-34.5% | $4,296+23.1% |
| Admin fee / account holder | $176 | $7,941-97.8% | $12,998-98.6% | $6,918-97.5% |