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 | $139,070 | $179,726-22.6% | $156,263-11.0% | $142,382-2.3% |
| Participation rate | 52.4% | 82.1%-29.7pp | 78.9%-26.5pp | 80.1%-27.7pp |
| Annual return | 13.93% | 77.86%-63.9pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,765 | $5,069-65.2% | $4,333-59.3% | $4,299-59.0% |
| Participant deferral / active EE | $3,418 | $6,956-50.9% | $6,158-44.5% | $6,507-47.5% |
| Admin fee / account holder | $150 | $17,272-99.1% | $14,255-98.9% | $12,624-98.8% |