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 | $113,986 | $165,335-31.1% | $149,696-23.9% | $158,922-28.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 11.39% | 348.15%-336.8pp | 276.60%-265.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,561 | $5,103-69.4% | $4,644-66.4% | $4,761-67.2% |
| Participant deferral / active EE | $3,636 | $7,181-49.4% | $6,842-46.8% | $5,982-39.2% |
| Admin fee / account holder | $191 | $10,807-98.2% | $9,309-98.0% | $11,246-98.3% |