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 | $92,537 | $137,414-32.7% | $189,513-51.2% | $85,850+7.8% |
| Participation rate | 57.7% | 84.6%-26.9pp | 87.8%-30.1pp | 69.3%-11.6pp |
| Annual return | 14.81% | 38.14%-23.3pp | 555.15%-540.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $3,146 | $4,344-27.6% | $6,162-48.9% | $2,565+22.6% |
| Participant deferral / active EE | $7,307 | $6,260+16.7% | $8,221-11.1% | $3,952+84.9% |
| Admin fee / account holder | $97 | $8,630-98.9% | $12,045-99.2% | $6,260-98.5% |