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 | $49,753 | $176,812-71.9% | $146,665-66.1% | $167,490-70.3% |
| Participation rate | 58.8% | 83.6%-24.8pp | 80.1%-21.2pp | 82.1%-23.3pp |
| Annual return | 16.42% | 24.03%-7.6pp | 22.74%-6.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,675 | $5,160-67.5% | $4,136-59.5% | $4,837-65.4% |
| Participant deferral / active EE | $2,160 | $6,440-66.5% | $5,506-60.8% | $6,341-65.9% |
| Admin fee / account holder | $7 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |