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 | $54,173 | $63,346-14.5% | $92,233-41.3% | $70,131-22.8% |
| Participation rate | 39.3% | 68.7%-29.4pp | 76.5%-37.2pp | 69.5%-30.3pp |
| Annual return | 16.45% | 530.12%-513.7pp | 176.28%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,089 | $2,471-55.9% | $3,679-70.4% | $2,342-53.5% |
| Participant deferral / active EE | $2,900 | $2,854+1.6% | $3,897-25.6% | $3,332-13.0% |
| Admin fee / account holder | $15 | $3,840-99.6% | $5,194-99.7% | $4,645-99.7% |