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 | $123,001 | $175,202-29.8% | $149,673-17.8% | $139,434-11.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.69% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,621 | $5,474-70.4% | $4,818-66.4% | $4,751-65.9% |
| Participant deferral / active EE | $6,537 | $6,519+0.3% | $5,680+15.1% | $6,710-2.6% |
| Admin fee / account holder | $242 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |