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 5-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 | $61,971 | $99,877-38.0% | $84,966-27.1% | $145,922-57.5% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 10.77% | 83.76%-73.0pp | 66.38%-55.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,357 | $3,231-27.0% | $2,727-13.6% | $4,660-49.4% |
| Participant deferral / active EE | $8,840 | $5,291+67.1% | $4,519+95.6% | $6,688+32.2% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |