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 | $82,690 | $70,606+17.1% | $53,898+53.4% | $142,382-41.9% |
| Participation rate | 37.5% | 63.7%-26.2pp | 55.0%-17.5pp | 80.1%-42.6pp |
| Annual return | 23.21% | 619.81%-596.6pp | 528.60%-505.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $605 | $1,202-49.7% | $932-35.1% | $4,299-85.9% |
| Participant deferral / active EE | $2,756 | $2,364+16.6% | $1,826+50.9% | $6,507-57.7% |
| Admin fee / account holder | $263 | $2,852-90.8% | $2,491-89.4% | $12,624-97.9% |