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 | $77,648 | $138,065-43.8% | $123,544-37.1% | $135,375-42.6% |
| Participation rate | 65.2% | 84.7%-19.5pp | 82.3%-17.1pp | 82.6%-17.4pp |
| Annual return | 14.41% | 153.68%-139.3pp | 119.20%-104.8pp | 519.73%-505.3pp |
| Employer contribution / active EE | $1,981 | $5,151-61.5% | $4,628-57.2% | $4,779-58.5% |
| Participant deferral / active EE | $5,411 | $6,799-20.4% | $6,426-15.8% | $5,609-3.5% |
| Admin fee / account holder | $20 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |