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 | $77,531 | $95,416-18.7% | $185,823-58.3% | $85,850-9.7% |
| Participation rate | 51.9% | 68.8%-16.9pp | 81.7%-29.8pp | 69.3%-17.5pp |
| Annual return | 16.71% | 23.59%-6.9pp | 122.05%-105.3pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,705 | $3,314-48.5% | $5,167-67.0% | $2,565-33.5% |
| Participant deferral / active EE | $3,394 | $3,423-0.9% | $5,568-39.0% | $3,952-14.1% |
| Admin fee / account holder | $267 | $7,213-96.3% | $16,237-98.4% | $6,260-95.7% |