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 | $53,580 | $95,561-43.9% | $77,163-30.6% | $139,434-61.6% |
| Participation rate | 58.8% | 73.9%-15.1pp | 69.6%-10.7pp | 80.3%-21.5pp |
| Annual return | 25.03% | 54.92%-29.9pp | 37.87%-12.8pp | 372.94%-347.9pp |
| Employer contribution / active EE | $2,008 | $3,147-36.2% | $2,535-20.8% | $4,751-57.7% |
| Participant deferral / active EE | $2,142 | $4,624-53.7% | $3,833-44.1% | $6,710-68.1% |
| Admin fee / account holder | $65 | $8,295-99.2% | $5,472-98.8% | $11,403-99.4% |