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 | $147,067 | $162,781-9.7% | $133,956+9.8% | $158,922-7.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 19.28% | 41.94%-22.7pp | 45.09%-25.8pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,360 | $4,975-72.7% | $3,919-65.3% | $4,761-71.4% |
| Participant deferral / active EE | $7,790 | $5,911+31.8% | $5,048+54.3% | $5,982+30.2% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |