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 | $49,317 | $107,334-54.1% | $92,893-46.9% | $152,861-67.7% |
| Participation rate | 35.3% | 79.8%-44.5pp | 76.0%-40.7pp | 82.4%-47.2pp |
| Annual return | 24.24% | 145.58%-121.3pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,059 | $4,221-74.9% | $3,653-71.0% | $4,762-77.8% |
| Participant deferral / active EE | $2,508 | $4,845-48.2% | $4,236-40.8% | $5,850-57.1% |
| Admin fee / account holder | $72 | $7,079-99.0% | $5,794-98.8% | $11,596-99.4% |