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 | $130,992 | $109,881+19.2% | $150,045-12.7% | $84,808+54.5% |
| Participation rate | 67.9% | 76.1%-8.2pp | 82.3%-14.5pp | 68.3%-0.5pp |
| Annual return | 15.90% | 28.25%-12.3pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,634 | $3,561+2.0% | $4,693-22.6% | $2,631+38.1% |
| Participant deferral / active EE | $10,629 | $6,636+60.2% | $7,997+32.9% | $4,212+152.4% |
| Admin fee / account holder | $136 | $8,568-98.4% | $13,435-99.0% | $7,344-98.1% |