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 | $95,974 | $96,965-1.0% | $97,995-2.1% | $147,584-35.0% |
| Participation rate | 66.7% | 83.6%-17.0pp | 82.4%-15.7pp | 82.8%-16.2pp |
| Annual return | 17.07% | 24.11%-7.0pp | 23.94%-6.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,723 | $4,536-40.0% | $4,158-34.5% | $4,876-44.2% |
| Participant deferral / active EE | $11,467 | $5,081+125.7% | $5,097+125.0% | $5,439+110.8% |
| Admin fee / account holder | $16 | $8,120-99.8% | $5,943-99.7% | $10,885-99.9% |