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 | $51,529 | $96,484-46.6% | $75,886-32.1% | $152,861-66.3% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 21.78% | 33.98%-12.2pp | 30.76%-9.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,634 | $3,309-20.4% | $2,500+5.3% | $4,762-44.7% |
| Participant deferral / active EE | $3,310 | $4,553-27.3% | $3,603-8.1% | $5,850-43.4% |
| Admin fee / account holder | $133 | $8,078-98.4% | $5,418-97.5% | $11,596-98.9% |