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 | $86,818 | $157,256-44.8% | $141,162-38.5% | $152,861-43.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 25.80% | 64.32%-38.5pp | 71.39%-45.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,400 | $5,261-54.4% | $4,735-49.3% | $4,762-49.6% |
| Participant deferral / active EE | $9,000 | $7,109+26.6% | $6,709+34.1% | $5,850+53.8% |
| Admin fee / account holder | $24 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |