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 | $86,551 | $107,334-19.4% | $92,893-6.8% | $152,861-43.4% |
| Participation rate | 47.4% | 79.8%-32.4pp | 76.0%-28.6pp | 82.4%-35.1pp |
| Annual return | 21.87% | 145.58%-123.7pp | 109.41%-87.5pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,211 | $4,221-71.3% | $3,653-66.8% | $4,762-74.6% |
| Participant deferral / active EE | $2,614 | $4,845-46.0% | $4,236-38.3% | $5,850-55.3% |
| Admin fee / account holder | $217 | $7,079-96.9% | $5,794-96.3% | $11,596-98.1% |