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 | $129,911 | $148,534-12.5% | $135,903-4.4% | $139,434-6.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.63% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,224 | $5,243-76.7% | $4,856-74.8% | $4,751-74.2% |
| Participant deferral / active EE | $4,686 | $8,100-42.1% | $7,758-39.6% | $6,710-30.2% |
| Admin fee / account holder | $21 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |