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 | $160,786 | $201,272-20.1% | $184,203-12.7% | $145,922+10.2% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.59% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,015 | $7,022-71.3% | $6,427-68.6% | $4,660-56.8% |
| Participant deferral / active EE | $6,311 | $9,806-35.6% | $9,131-30.9% | $6,688-5.6% |
| Admin fee / account holder | $178 | $16,364-98.9% | $13,901-98.7% | $13,397-98.7% |