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 | $55,007 | $112,096-50.9% | $95,952-42.7% | $158,922-65.4% |
| Participation rate | 53.8% | 79.0%-25.1pp | 77.1%-23.2pp | 82.0%-28.1pp |
| Annual return | 21.78% | 171.09%-149.3pp | 91.61%-69.8pp | 302.83%-281.0pp |
| Employer contribution / active EE | $2,468 | $3,198-22.8% | $2,541-2.9% | $4,761-48.2% |
| Participant deferral / active EE | $4,595 | $4,784-3.9% | $4,167+10.3% | $5,982-23.2% |
| Admin fee / account holder | $291 | $10,130-97.1% | $6,795-95.7% | $11,246-97.4% |