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 | $154,664 | $157,256-1.6% | $141,162+9.6% | $152,861+1.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 17.26% | 64.32%-47.1pp | 71.39%-54.1pp | 345.32%-328.1pp |
| Employer contribution / active EE | $7,600 | $5,261+44.5% | $4,735+60.5% | $4,762+59.6% |
| Participant deferral / active EE | $7,600 | $7,109+6.9% | $6,709+13.3% | $5,850+29.9% |
| Admin fee / account holder | $15 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |