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 | $46,284 | $183,519-74.8% | $155,509-70.2% | $145,922-68.3% |
| Participation rate | 58.8% | 82.7%-23.8pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 14.14% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,051 | $5,313-80.2% | $4,672-77.5% | $4,660-77.4% |
| Participant deferral / active EE | $4,031 | $6,462-37.6% | $5,626-28.4% | $6,688-39.7% |
| Admin fee / account holder | $292 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |