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 | $89,396 | $175,202-49.0% | $149,673-40.3% | $139,434-35.9% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.7pp |
| Annual return | 15.68% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,132 | $5,474-79.3% | $4,818-76.5% | $4,751-76.2% |
| Participant deferral / active EE | $3,214 | $6,519-50.7% | $5,680-43.4% | $6,710-52.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |