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 | $77,097 | $157,256-51.0% | $141,162-45.4% | $152,861-49.6% |
| Participation rate | 28.6% | 84.8%-56.2pp | 82.5%-53.9pp | 82.4%-53.9pp |
| Annual return | 26.65% | 64.32%-37.7pp | 71.39%-44.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,182 | $5,261-58.5% | $4,735-53.9% | $4,762-54.2% |
| Participant deferral / active EE | $3,645 | $7,109-48.7% | $6,709-45.7% | $5,850-37.7% |
| Admin fee / account holder | $21 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |