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 | $93,903 | $124,319-24.5% | $111,297-15.6% | $167,490-43.9% |
| Participation rate | 25.0% | 79.6%-54.6pp | 77.3%-52.3pp | 82.1%-57.1pp |
| Annual return | 15.41% | 37.44%-22.0pp | 54.65%-39.2pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,058 | $3,435-40.1% | $2,731-24.6% | $4,837-57.5% |
| Participant deferral / active EE | $6,030 | $5,180+16.4% | $4,487+34.4% | $6,341-4.9% |
| Admin fee / account holder | $51 | $10,618-99.5% | $7,964-99.4% | $12,309-99.6% |