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 | $55,885 | $165,335-66.2% | $149,696-62.7% | $158,922-64.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 15.21% | 348.15%-332.9pp | 276.60%-261.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,267 | $5,103-55.6% | $4,644-51.2% | $4,761-52.4% |
| Participant deferral / active EE | $5,667 | $7,181-21.1% | $6,842-17.2% | $5,982-5.3% |
| Admin fee / account holder | $232 | $10,807-97.9% | $9,309-97.5% | $11,246-97.9% |