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 | $173,752 | $179,726-3.3% | $156,263+11.2% | $142,382+22.0% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.9%-45.6pp | 80.1%-46.8pp |
| Annual return | 20.65% | 77.86%-57.2pp | 59.47%-38.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,213 | $5,069-76.1% | $4,333-72.0% | $4,299-71.8% |
| Participant deferral / active EE | $2,785 | $6,956-60.0% | $6,158-54.8% | $6,507-57.2% |
| Admin fee / account holder | $13 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |