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 | $55,319 | $89,753-38.4% | $107,525-48.6% | $84,808-34.8% |
| Participation rate | 60.8% | 68.1%-7.3pp | 75.1%-14.3pp | 68.3%-7.5pp |
| Annual return | 15.75% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,027 | $3,113-34.9% | $3,754-46.0% | $2,631-23.0% |
| Participant deferral / active EE | $4,662 | $4,056+14.9% | $5,116-8.9% | $4,212+10.7% |
| Admin fee / account holder | $37 | $7,222-99.5% | $8,919-99.6% | $7,344-99.5% |