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 | $77,608 | $114,381-32.1% | $107,525-27.8% | $142,382-45.5% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.1%-5.8pp | 80.1%-10.9pp |
| Annual return | 17.05% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,093 | $4,015-47.9% | $3,754-44.2% | $4,299-51.3% |
| Participant deferral / active EE | $5,984 | $5,564+7.5% | $5,116+17.0% | $6,507-8.0% |
| Admin fee / account holder | $49 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |