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 | $29,044 | $99,652-70.9% | $78,778-63.1% | $147,584-80.3% |
| Participation rate | 58.3% | 76.2%-17.9pp | 69.2%-10.9pp | 82.8%-24.5pp |
| Annual return | 25.09% | 47.28%-22.2pp | 35.62%-10.5pp | 578.55%-553.5pp |
| Employer contribution / active EE | $1,749 | $2,796-37.4% | $1,986-11.9% | $4,876-64.1% |
| Participant deferral / active EE | $5,328 | $3,664+45.4% | $2,958+80.1% | $5,439-2.0% |
| Admin fee / account holder | $165 | $7,155-97.7% | $5,134-96.8% | $10,885-98.5% |