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 | $102,585 | $152,587-32.8% | $125,175-18.0% | $152,861-32.9% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 24.46% | 54.84%-30.4pp | 43.79%-19.3pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,892 | $4,946-61.7% | $3,865-51.1% | $4,762-60.3% |
| Participant deferral / active EE | $7,648 | $5,868+30.3% | $4,937+54.9% | $5,850+30.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |