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 | $71,846 | $111,754-35.7% | $103,333-30.5% | $145,922-50.8% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 13.72% | 24.77%-11.0pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,183 | $4,212-48.2% | $3,868-43.6% | $4,660-53.2% |
| Participant deferral / active EE | $4,677 | $5,619-16.8% | $5,057-7.5% | $6,688-30.1% |
| Admin fee / account holder | $238 | $9,750-97.6% | $8,355-97.2% | $13,397-98.2% |