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 4-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 | $103,978 | $100,773+3.2% | $88,946+16.9% | $142,382-27.0% |
| Participation rate | 31.8% | 74.3%-42.5pp | 68.8%-37.0pp | 80.1%-48.3pp |
| Annual return | 14.96% | 70.18%-55.2pp | 57.82%-42.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $795 | $2,918-72.8% | $2,555-68.9% | $4,299-81.5% |
| Participant deferral / active EE | $2,530 | $5,230-51.6% | $4,581-44.8% | $6,507-61.1% |
| Admin fee / account holder | $21 | $9,693-99.8% | $8,261-99.7% | $12,624-99.8% |