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 | $49,475 | $157,256-68.5% | $141,162-65.0% | $152,861-67.6% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.4%-27.4pp |
| Annual return | 22.82% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,207 | $5,261-77.1% | $4,735-74.5% | $4,762-74.7% |
| Participant deferral / active EE | $5,398 | $7,109-24.1% | $6,709-19.5% | $5,850-7.7% |
| Admin fee / account holder | $139 | $12,120-98.9% | $10,261-98.6% | $11,596-98.8% |