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 | $48,223 | $114,381-57.8% | $107,525-55.2% | $142,382-66.1% |
| Participation rate | 42.9% | 78.1%-35.3pp | 75.1%-32.2pp | 80.1%-37.3pp |
| Annual return | 16.66% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,448 | $4,015-63.9% | $3,754-61.4% | $4,299-66.3% |
| Participant deferral / active EE | $2,208 | $5,564-60.3% | $5,116-56.8% | $6,507-66.1% |
| Admin fee / account holder | $40 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |