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 | $119,170 | $217,402-45.2% | $185,823-35.9% | $167,490-28.8% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 15.74% | 148.36%-132.6pp | 122.05%-106.3pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,273 | $5,873-61.3% | $5,167-56.0% | $4,837-53.0% |
| Participant deferral / active EE | $6,735 | $6,356+6.0% | $5,568+21.0% | $6,341+6.2% |
| Admin fee / account holder | $170 | $19,811-99.1% | $16,237-99.0% | $12,309-98.6% |