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 5-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 | $49,447 | $124,281-60.2% | $109,143-54.7% | $167,490-70.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 23.27% | 26.04%-2.8pp | 25.75%-2.5pp | 478.56%-455.3pp |
| Employer contribution / active EE | $1,967 | $4,207-53.3% | $3,722-47.2% | $4,837-59.3% |
| Participant deferral / active EE | $13,000 | $5,255+147.4% | $4,653+179.4% | $6,341+105.0% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |