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 | $107,153 | $198,466-46.0% | $170,442-37.1% | $147,584-27.4% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 20.98% | 257.29%-236.3pp | 205.93%-184.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,076 | $6,184-66.4% | $5,433-61.8% | $4,876-57.4% |
| Participant deferral / active EE | $9,810 | $5,629+74.3% | $4,939+98.6% | $5,439+80.4% |
| Admin fee / account holder | $136 | $16,852-99.2% | $13,880-99.0% | $10,885-98.8% |