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 | $51,263 | $58,828-12.9% | $77,999-34.3% | $62,891-18.5% |
| Participation rate | 67.6% | 71.1%-3.4pp | 75.5%-7.9pp | 69.3%-1.7pp |
| Annual return | 7.32% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,686 | $1,672+0.9% | $2,470-31.7% | $2,281-26.1% |
| Participant deferral / active EE | $3,337 | $2,686+24.3% | $3,497-4.6% | $3,203+4.2% |
| Admin fee / account holder | $1 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |