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 | $57,944 | $159,602-63.7% | $150,045-61.4% | $142,382-59.3% |
| Participation rate | 65.2% | 84.0%-18.8pp | 82.3%-17.1pp | 80.1%-14.9pp |
| Annual return | 18.83% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,027 | $4,961-59.1% | $4,693-56.8% | $4,299-52.9% |
| Participant deferral / active EE | $4,520 | $8,310-45.6% | $7,997-43.5% | $6,507-30.5% |
| Admin fee / account holder | $197 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |