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 | $51,277 | $46,553+10.1% | $64,056-20.0% | $75,163-31.8% |
| Participation rate | 64.8% | 65.9%-1.2pp | 72.3%-7.5pp | 67.2%-2.4pp |
| Annual return | 21.49% | 26.03%-4.5pp | 33.69%-12.2pp | 160.62%-139.1pp |
| Employer contribution / active EE | $4,114 | $1,974+108.4% | $2,747+49.8% | $2,670+54.1% |
| Participant deferral / active EE | $3,605 | $2,837+27.1% | $3,880-7.1% | $4,125-12.6% |
| Admin fee / account holder | $77 | $2,952-97.4% | $3,068-97.5% | $5,651-98.6% |