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 | $103,033 | $111,754-7.8% | $103,333-0.3% | $145,922-29.4% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.0pp |
| Annual return | 12.08% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,298 | $4,212-45.5% | $3,868-40.6% | $4,660-50.7% |
| Participant deferral / active EE | $7,043 | $5,619+25.4% | $5,057+39.3% | $6,688+5.3% |
| Admin fee / account holder | $279 | $9,750-97.1% | $8,355-96.7% | $13,397-97.9% |