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 | $164,761 | $183,519-10.2% | $155,509+5.9% | $145,922+12.9% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 18.95% | 61.17%-42.2pp | 64.67%-45.7pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,747 | $5,313-67.1% | $4,672-62.6% | $4,660-62.5% |
| Participant deferral / active EE | $5,906 | $6,462-8.6% | $5,626+5.0% | $6,688-11.7% |
| Admin fee / account holder | $164 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |