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 | $59,172 | $183,519-67.8% | $155,509-61.9% | $145,922-59.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 13.92% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $4,266 | $5,313-19.7% | $4,672-8.7% | $4,660-8.5% |
| Participant deferral / active EE | $2,179 | $6,462-66.3% | $5,626-61.3% | $6,688-67.4% |
| Admin fee / account holder | $104 | $19,313-99.5% | $15,912-99.3% | $13,397-99.2% |