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 | $86,106 | $177,572-51.5% | $154,803-44.4% | $142,382-39.5% |
| Participation rate | 59.1% | 82.1%-23.0pp | 78.1%-19.0pp | 80.1%-21.0pp |
| Annual return | 19.35% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,465 | $4,810-48.8% | $4,305-42.7% | $4,299-42.7% |
| Participant deferral / active EE | $4,474 | $6,272-28.7% | $5,540-19.3% | $6,507-31.2% |
| Admin fee / account holder | $285 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |