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 7-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 | $52,116 | $115,770-55.0% | $101,248-48.5% | $158,922-67.2% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 68.05% | 56.14%+11.9pp | 46.47%+21.6pp | 302.83%-234.8pp |
| Employer contribution / active EE | $1,939 | $4,175-53.5% | $3,660-47.0% | $4,761-59.3% |
| Participant deferral / active EE | $5,487 | $4,957+10.7% | $4,370+25.6% | $5,982-8.3% |
| Admin fee / account holder | $138 | $7,245-98.1% | $5,945-97.7% | $11,246-98.8% |