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 | $75,540 | $175,202-56.9% | $149,673-49.5% | $139,434-45.8% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 14.59% | 166.71%-152.1pp | 134.42%-119.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $3,723 | $5,474-32.0% | $4,818-22.7% | $4,751-21.6% |
| Participant deferral / active EE | $4,963 | $6,519-23.9% | $5,680-12.6% | $6,710-26.0% |
| Admin fee / account holder | $142 | $16,150-99.1% | $13,210-98.9% | $11,403-98.8% |