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 | $85,693 | $104,974-18.4% | $95,585-10.3% | $142,382-39.8% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.1%-14.2pp | 80.1%-22.2pp |
| Annual return | 16.23% | 210.33%-194.1pp | 38.56%-22.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,256 | $2,779-54.8% | $2,527-50.3% | $4,299-70.8% |
| Participant deferral / active EE | $3,272 | $4,352-24.8% | $4,023-18.6% | $6,507-49.7% |
| Admin fee / account holder | $260 | $6,386-95.9% | $6,127-95.8% | $12,624-97.9% |