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 | $55,803 | $105,998-47.4% | $92,233-39.5% | $147,584-62.2% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.5%-34.8pp | 82.8%-41.2pp |
| Annual return | 11.16% | 50.05%-38.9pp | 176.28%-165.1pp | 578.55%-567.4pp |
| Employer contribution / active EE | $747 | $4,333-82.8% | $3,679-79.7% | $4,876-84.7% |
| Participant deferral / active EE | $2,519 | $4,478-43.8% | $3,897-35.4% | $5,439-53.7% |
| Admin fee / account holder | $63 | $6,332-99.0% | $5,194-98.8% | $10,885-99.4% |