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 5-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 | $50,242 | $179,726-72.0% | $156,263-67.8% | $142,382-64.7% |
| Participation rate | 35.7% | 82.1%-46.4pp | 78.9%-43.2pp | 80.1%-44.4pp |
| Annual return | 107.57% | 77.86%+29.7pp | 59.47%+48.1pp | 217.08%-109.5pp |
| Employer contribution / active EE | $1,095 | $5,069-78.4% | $4,333-74.7% | $4,299-74.5% |
| Participant deferral / active EE | $6,683 | $6,956-3.9% | $6,158+8.5% | $6,507+2.7% |
| Admin fee / account holder | $89 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |