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 | $114,903 | $106,515+7.9% | $96,683+18.8% | $139,434-17.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 20.77% | 38.43%-17.7pp | 35.69%-14.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,384 | $4,103-41.9% | $3,737-36.2% | $4,751-49.8% |
| Participant deferral / active EE | $5,345 | $5,454-2.0% | $4,878+9.6% | $6,710-20.4% |
| Admin fee / account holder | $14 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |