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 | $70,279 | $91,190-22.9% | $178,490-60.6% | $79,858-12.0% |
| Participation rate | 61.5% | 69.2%-7.7pp | 81.9%-20.4pp | 69.6%-8.1pp |
| Annual return | 16.91% | 24.19%-7.3pp | 151.07%-134.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,850 | $3,256-43.2% | $5,011-63.1% | $2,471-25.1% |
| Participant deferral / active EE | $2,921 | $3,236-9.7% | $5,202-43.8% | $3,740-21.9% |
| Admin fee / account holder | $210 | $6,751-96.9% | $13,984-98.5% | $5,306-96.0% |