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 | $47,172 | $127,065-62.9% | $113,168-58.3% | $142,382-66.9% |
| Participation rate | 57.9% | 79.2%-21.3pp | 76.6%-18.7pp | 80.1%-22.2pp |
| Annual return | 15.74% | 24.03%-8.3pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,566 | $3,442-54.5% | $2,975-47.4% | $4,299-63.6% |
| Participant deferral / active EE | $3,282 | $5,716-42.6% | $5,107-35.7% | $6,507-49.6% |
| Admin fee / account holder | $222 | $15,736-98.6% | $12,068-98.2% | $12,624-98.2% |