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 | $70,662 | $126,574-44.2% | $106,213-33.5% | $145,922-51.6% |
| Participation rate | 62.5% | 77.6%-15.1pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 12.03% | 224.79%-212.8pp | 116.14%-104.1pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,382 | $3,730-36.1% | $3,171-24.9% | $4,660-48.9% |
| Participant deferral / active EE | $5,734 | $5,724+0.2% | $5,016+14.3% | $6,688-14.3% |
| Admin fee / account holder | $20 | $17,304-99.9% | $11,033-99.8% | $13,397-99.9% |