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 | $110,036 | $94,625+16.3% | $116,228-5.3% | $84,808+29.7% |
| Participation rate | 11.5% | 70.4%-58.9pp | 74.6%-63.0pp | 68.3%-56.8pp |
| Annual return | 16.77% | 20.40%-3.6pp | 90.06%-73.3pp | 40.90%-24.1pp |
| Employer contribution / active EE | $776 | $2,347-66.9% | $2,994-74.1% | $2,631-70.5% |
| Participant deferral / active EE | $2,494 | $3,972-37.2% | $4,953-49.6% | $4,212-40.8% |
| Admin fee / account holder | $257 | $10,091-97.5% | $11,989-97.9% | $7,344-96.5% |