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 | $96,471 | $148,978-35.2% | $200,582-51.9% | $84,808+13.8% |
| Participation rate | 55.6% | 84.2%-28.7pp | 86.9%-31.3pp | 68.3%-12.8pp |
| Annual return | 20.54% | 28.16%-7.6pp | 42.33%-21.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,446 | $4,815-49.2% | $6,419-61.9% | $2,631-7.0% |
| Participant deferral / active EE | $3,313 | $7,142-53.6% | $9,331-64.5% | $4,212-21.3% |
| Admin fee / account holder | $2 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |