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 | $32,724 | $177,572-81.6% | $154,803-78.9% | $142,382-77.0% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 19.06% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,603 | $4,810-45.9% | $4,305-39.5% | $4,299-39.5% |
| Participant deferral / active EE | $7,690 | $6,272+22.6% | $5,540+38.8% | $6,507+18.2% |
| Admin fee / account holder | $118 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |