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 | $49,380 | $114,381-56.8% | $107,525-54.1% | $142,382-65.3% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.1%-10.1pp | 80.1%-15.1pp |
| Annual return | 12.89% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,222 | $4,015-69.6% | $3,754-67.4% | $4,299-71.6% |
| Participant deferral / active EE | $5,749 | $5,564+3.3% | $5,116+12.4% | $6,507-11.6% |
| Admin fee / account holder | $52 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |