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 | $115,526 | $154,117-25.0% | $129,995-11.1% | $139,434-17.1% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 21.49% | 32.48%-11.0pp | -137.18%+158.7pp | 372.94%-351.5pp |
| Employer contribution / active EE | $5,026 | $5,289-5.0% | $4,320+16.4% | $4,751+5.8% |
| Participant deferral / active EE | $4,155 | $6,710-38.1% | $5,820-28.6% | $6,710-38.1% |
| Admin fee / account holder | $60 | $14,007-99.6% | $10,614-99.4% | $11,403-99.5% |