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 | $114,769 | $77,899+47.3% | $149,673-23.3% | $75,163+52.7% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 19.00% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,610 | $3,137-48.7% | $4,818-66.6% | $2,670-39.7% |
| Participant deferral / active EE | $4,816 | $3,411+41.2% | $5,680-15.2% | $4,125+16.7% |
| Admin fee / account holder | $218 | $5,956-96.3% | $13,210-98.3% | $5,651-96.1% |