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 | $51,222 | $110,257-53.5% | $96,544-46.9% | $139,434-63.3% |
| Participation rate | 61.9% | 78.1%-16.2pp | 76.0%-14.1pp | 80.3%-18.4pp |
| Annual return | 18.14% | 26.32%-8.2pp | 25.84%-7.7pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,227 | $3,620-38.5% | $2,965-24.9% | $4,751-53.1% |
| Participant deferral / active EE | $4,542 | $5,548-18.1% | $4,851-6.4% | $6,710-32.3% |
| Admin fee / account holder | $23 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |