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 | $57,351 | $93,571-38.7% | $135,903-57.8% | $75,163-23.7% |
| Participation rate | 64.7% | 75.2%-10.5pp | 81.9%-17.2pp | 67.2%-2.5pp |
| Annual return | 22.58% | 30.90%-8.3pp | 68.23%-45.6pp | 160.62%-138.0pp |
| Employer contribution / active EE | $2,410 | $3,537-31.9% | $4,856-50.4% | $2,670-9.7% |
| Participant deferral / active EE | $5,087 | $6,404-20.6% | $7,758-34.4% | $4,125+23.3% |
| Admin fee / account holder | $257 | $6,975-96.3% | $10,762-97.6% | $5,651-95.5% |