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 | $55,193 | $117,841-53.2% | $102,423-46.1% | $145,922-62.2% |
| Participation rate | 52.9% | 78.6%-25.6pp | 76.5%-23.5pp | 80.3%-27.3pp |
| Annual return | 9.91% | 31.65%-21.7pp | 29.32%-19.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,382 | $3,615-61.8% | $3,023-54.3% | $4,660-70.3% |
| Participant deferral / active EE | $2,196 | $5,731-61.7% | $5,053-56.5% | $6,688-67.2% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |