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 | $67,743 | $177,572-61.9% | $154,803-56.2% | $142,382-52.4% |
| Participation rate | 61.1% | 82.1%-20.9pp | 78.1%-17.0pp | 80.1%-19.0pp |
| Annual return | 21.21% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,695 | $4,810-64.8% | $4,305-60.6% | $4,299-60.6% |
| Participant deferral / active EE | $5,274 | $6,272-15.9% | $5,540-4.8% | $6,507-18.9% |
| Admin fee / account holder | $189 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |