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 | $66,097 | $110,809-40.4% | $86,874-23.9% | $167,490-60.5% |
| Participation rate | 57.9% | 75.8%-17.9pp | 71.6%-13.7pp | 82.1%-24.2pp |
| Annual return | 19.92% | 116.98%-97.1pp | 63.52%-43.6pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,111 | $3,244-65.7% | $2,495-55.5% | $4,837-77.0% |
| Participant deferral / active EE | $1,626 | $4,546-64.2% | $3,699-56.0% | $6,341-74.4% |
| Admin fee / account holder | $91 | $8,415-98.9% | $5,828-98.4% | $12,309-99.3% |