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 | $63,072 | $106,515-40.8% | $96,683-34.8% | $139,434-54.8% |
| Participation rate | 41.2% | 77.8%-36.7pp | 74.3%-33.2pp | 80.3%-39.1pp |
| Annual return | 15.66% | 38.43%-22.8pp | 35.69%-20.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,376 | $4,103-66.5% | $3,737-63.2% | $4,751-71.0% |
| Participant deferral / active EE | $3,603 | $5,454-33.9% | $4,878-26.1% | $6,710-46.3% |
| Admin fee / account holder | $18 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |