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 | $45,563 | $102,966-55.7% | $90,281-49.5% | $152,861-70.2% |
| Participation rate | 56.5% | 75.9%-19.3pp | 73.3%-16.7pp | 82.4%-25.9pp |
| Annual return | 24.34% | 95.16%-70.8pp | 78.10%-53.8pp | 345.32%-321.0pp |
| Employer contribution / active EE | $938 | $3,139-70.1% | $2,854-67.1% | $4,762-80.3% |
| Participant deferral / active EE | $3,502 | $4,281-18.2% | $3,885-9.9% | $5,850-40.1% |
| Admin fee / account holder | $27 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |