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 | $58,610 | $91,190-35.7% | $178,490-67.2% | $79,858-26.6% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 12.27% | 24.19%-11.9pp | 151.07%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,123 | $3,256-65.5% | $5,011-77.6% | $2,471-54.6% |
| Participant deferral / active EE | $2,273 | $3,236-29.8% | $5,202-56.3% | $3,740-39.2% |
| Admin fee / account holder | $1 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |