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 | $52,914 | $98,240-46.1% | $82,313-35.7% | $147,584-64.1% |
| Participation rate | 68.8% | 79.7%-11.0pp | 76.9%-8.1pp | 82.8%-14.1pp |
| Annual return | 14.83% | 30.85%-16.0pp | 25.88%-11.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,351 | $3,192+5.0% | $2,428+38.0% | $4,876-31.3% |
| Participant deferral / active EE | $8,259 | $4,383+88.4% | $3,706+122.8% | $5,439+51.8% |
| Admin fee / account holder | $231 | $8,563-97.3% | $5,608-95.9% | $10,885-97.9% |