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 | $59,937 | $111,754-46.4% | $103,333-42.0% | $145,922-58.9% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 13.05% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,085 | $4,212-74.2% | $3,868-72.0% | $4,660-76.7% |
| Participant deferral / active EE | $1,740 | $5,619-69.0% | $5,057-65.6% | $6,688-74.0% |
| Admin fee / account holder | $19 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |