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 | $106,836 | $127,065-15.9% | $113,168-5.6% | $142,382-25.0% |
| Participation rate | 63.2% | 79.2%-16.0pp | 76.6%-13.4pp | 80.1%-17.0pp |
| Annual return | 41.56% | 24.03%+17.5pp | 24.27%+17.3pp | 217.08%-175.5pp |
| Employer contribution / active EE | $3,906 | $3,442+13.5% | $2,975+31.3% | $4,299-9.2% |
| Participant deferral / active EE | $4,828 | $5,716-15.5% | $5,107-5.5% | $6,507-25.8% |
| Admin fee / account holder | $280 | $15,736-98.2% | $12,068-97.7% | $12,624-97.8% |