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 | $134,070 | $165,335-18.9% | $149,696-10.4% | $158,922-15.6% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 27.93% | 348.15%-320.2pp | 276.60%-248.7pp | 302.83%-274.9pp |
| Employer contribution / active EE | $1,380 | $5,103-72.9% | $4,644-70.3% | $4,761-71.0% |
| Participant deferral / active EE | $13,176 | $7,181+83.5% | $6,842+92.6% | $5,982+120.3% |
| Admin fee / account holder | $205 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |