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 | $49,489 | $148,534-66.7% | $135,903-63.6% | $139,434-64.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 26.55% | 79.19%-52.6pp | 68.23%-41.7pp | 372.94%-346.4pp |
| Employer contribution / active EE | $4,736 | $5,243-9.7% | $4,856-2.5% | $4,751-0.3% |
| Participant deferral / active EE | $12,986 | $8,100+60.3% | $7,758+67.4% | $6,710+93.5% |
| Admin fee / account holder | $83 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |