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 | $59,171 | $114,381-48.3% | $107,525-45.0% | $142,382-58.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 18.21% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,684 | $4,015-58.1% | $3,754-55.1% | $4,299-60.8% |
| Participant deferral / active EE | $5,009 | $5,564-10.0% | $5,116-2.1% | $6,507-23.0% |
| Admin fee / account holder | $64 | $9,860-99.3% | $8,919-99.3% | $12,624-99.5% |