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 5-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 | $71,621 | $105,126-31.9% | $94,646-24.3% | $139,434-48.6% |
| Participation rate | 42.9% | 82.4%-39.5pp | 80.8%-38.0pp | 80.3%-37.5pp |
| Annual return | 28.71% | 38.03%-9.3pp | 156.71%-128.0pp | 372.94%-344.2pp |
| Employer contribution / active EE | $1,080 | $4,106-73.7% | $3,672-70.6% | $4,751-77.3% |
| Participant deferral / active EE | $4,134 | $7,599-45.6% | $7,418-44.3% | $6,710-38.4% |
| Admin fee / account holder | $198 | $8,984-97.8% | $7,231-97.3% | $11,403-98.3% |