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 | $88,340 | $179,726-50.8% | $156,263-43.5% | $142,382-38.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 12.85% | 77.86%-65.0pp | 59.47%-46.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,904 | $5,069-62.4% | $4,333-56.1% | $4,299-55.7% |
| Participant deferral / active EE | $4,497 | $6,956-35.4% | $6,158-27.0% | $6,507-30.9% |
| Admin fee / account holder | $24 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |