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 | $127,263 | $209,411-39.2% | $178,490-28.7% | $158,922-19.9% |
| Participation rate | 53.3% | 86.3%-33.0pp | 81.9%-28.6pp | 82.0%-28.6pp |
| Annual return | 14.48% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,398 | $5,706-58.0% | $5,011-52.1% | $4,761-49.6% |
| Participant deferral / active EE | $5,419 | $5,954-9.0% | $5,202+4.2% | $5,982-9.4% |
| Admin fee / account holder | $132 | $17,074-99.2% | $13,984-99.1% | $11,246-98.8% |