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 | $52,807 | $101,069-47.8% | $81,478-35.2% | $147,584-64.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 14.64% | 32.40%-17.8pp | 38.78%-24.1pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,590 | $3,205-19.2% | $2,568+0.8% | $4,876-46.9% |
| Participant deferral / active EE | $3,946 | $4,242-7.0% | $3,537+11.6% | $5,439-27.4% |
| Admin fee / account holder | $12 | $5,812-99.8% | $4,561-99.7% | $10,885-99.9% |