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 | $49,615 | $215,361-77.0% | $171,082-71.0% | $273,961-81.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 14.72% | 25.14%-10.4pp | 32.56%-17.8pp | 41.45%-26.7pp |
| Employer contribution / active EE | $3,000 | $4,967-39.6% | $4,002-25.0% | $4,869-38.4% |
| Participant deferral / active EE | $14,000 | $5,543+152.6% | $4,797+191.8% | $5,287+164.8% |
| Admin fee / account holder | $284 | $10,846-97.4% | $8,520-96.7% | $10,132-97.2% |