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 | $39,366 | $118,427-66.8% | $66,042-40.4% | $142,382-72.4% |
| Participation rate | 66.7% | 68.1%-1.5pp | 67.5%-0.8pp | 80.1%-13.5pp |
| Annual return | 23.36% | 35.57%-12.2pp | 52.11%-28.8pp | 217.08%-193.7pp |
| Employer contribution / active EE | $4,194 | $2,570+63.2% | $1,579+165.6% | $4,299-2.4% |
| Participant deferral / active EE | $11,449 | $4,311+165.6% | $2,835+303.8% | $6,507+75.9% |
| Admin fee / account holder | $186 | $9,593-98.1% | $5,747-96.8% | $12,624-98.5% |