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 | $116,213 | $114,381+1.6% | $107,525+8.1% | $142,382-18.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 15.28% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,252 | $4,015-19.0% | $3,754-13.4% | $4,299-24.4% |
| Participant deferral / active EE | $7,819 | $5,564+40.5% | $5,116+52.8% | $6,507+20.2% |
| Admin fee / account holder | $35 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |