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 6-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 | $51,889 | $99,877-48.0% | $84,966-38.9% | $145,922-64.4% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.6pp |
| Annual return | 22.88% | 83.76%-60.9pp | 66.38%-43.5pp | 561.29%-538.4pp |
| Employer contribution / active EE | $1,284 | $3,231-60.3% | $2,727-52.9% | $4,660-72.4% |
| Participant deferral / active EE | $4,158 | $5,291-21.4% | $4,519-8.0% | $6,688-37.8% |
| Admin fee / account holder | $30 | $7,248-99.6% | $6,149-99.5% | $13,397-99.8% |