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 | $104,761 | $157,256-33.4% | $141,162-25.8% | $152,861-31.5% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.4%-17.7pp |
| Annual return | 20.27% | 64.32%-44.1pp | 71.39%-51.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,356 | $5,261-74.2% | $4,735-71.4% | $4,762-71.5% |
| Participant deferral / active EE | $4,261 | $7,109-40.1% | $6,709-36.5% | $5,850-27.2% |
| Admin fee / account holder | $12 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |