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 | $109,540 | $114,381-4.2% | $107,525+1.9% | $142,382-23.1% |
| Participation rate | 64.3% | 78.1%-13.9pp | 75.1%-10.8pp | 80.1%-15.8pp |
| Annual return | 14.56% | 242.71%-228.1pp | 181.32%-166.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,328 | $4,015-42.0% | $3,754-38.0% | $4,299-45.9% |
| Participant deferral / active EE | $5,786 | $5,564+4.0% | $5,116+13.1% | $6,507-11.1% |
| Admin fee / account holder | $242 | $9,860-97.5% | $8,919-97.3% | $12,624-98.1% |