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 | $88,422 | $209,411-57.8% | $178,490-50.5% | $158,922-44.4% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 11.58% | 188.75%-177.2pp | 151.07%-139.5pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,364 | $5,706-76.1% | $5,011-72.8% | $4,761-71.4% |
| Participant deferral / active EE | $4,345 | $5,954-27.0% | $5,202-16.5% | $5,982-27.4% |
| Admin fee / account holder | $181 | $17,074-98.9% | $13,984-98.7% | $11,246-98.4% |