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 | $56,987 | $175,202-67.5% | $149,673-61.9% | $139,434-59.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 15.73% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,779 | $5,474-67.5% | $4,818-63.1% | $4,751-62.5% |
| Participant deferral / active EE | $5,704 | $6,519-12.5% | $5,680+0.4% | $6,710-15.0% |
| Admin fee / account holder | $293 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |