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 | $84,297 | $104,251-19.1% | $91,001-7.4% | $147,584-42.9% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 17.54% | 27.06%-9.5pp | 4.60%+12.9pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,536 | $3,116-50.7% | $2,456-37.4% | $4,876-68.5% |
| Participant deferral / active EE | $2,742 | $4,195-34.6% | $3,547-22.7% | $5,439-49.6% |
| Admin fee / account holder | $45 | $8,948-99.5% | $5,417-99.2% | $10,885-99.6% |