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 | $48,668 | $152,587-68.1% | $125,175-61.1% | $152,861-68.2% |
| Participation rate | 53.8% | 83.3%-29.5pp | 79.8%-25.9pp | 82.4%-28.6pp |
| Annual return | 26.35% | 54.84%-28.5pp | 43.79%-17.4pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,627 | $4,946-67.1% | $3,865-57.9% | $4,762-65.8% |
| Participant deferral / active EE | $5,332 | $5,868-9.1% | $4,937+8.0% | $5,850-8.9% |
| Admin fee / account holder | $281 | $13,434-97.9% | $9,702-97.1% | $11,596-97.6% |