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 | $134,389 | $165,335-18.7% | $149,696-10.2% | $158,922-15.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 19.23% | 348.15%-328.9pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,190 | $5,103-57.1% | $4,644-52.8% | $4,761-54.0% |
| Participant deferral / active EE | $4,596 | $7,181-36.0% | $6,842-32.8% | $5,982-23.2% |
| Admin fee / account holder | $10 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |