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 | $171,276 | $165,984+3.2% | $164,813+3.9% | $145,922+17.4% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 22.48% | 100.03%-77.6pp | 69.93%-47.5pp | 561.29%-538.8pp |
| Employer contribution / active EE | $5,024 | $5,273-4.7% | $4,341+15.7% | $4,660+7.8% |
| Participant deferral / active EE | $6,889 | $6,959-1.0% | $6,031+14.2% | $6,688+3.0% |
| Admin fee / account holder | $45 | $16,648-99.7% | $12,690-99.6% | $13,397-99.7% |