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 | $99,464 | $228,332-56.4% | $185,823-46.5% | $158,922-37.4% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 13.24% | 40.80%-27.6pp | 35.95%-22.7pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,947 | $4,967-60.8% | $4,087-52.4% | $4,761-59.1% |
| Participant deferral / active EE | $7,230 | $6,415+12.7% | $5,632+28.4% | $5,982+20.9% |
| Admin fee / account holder | $185 | $11,864-98.4% | $9,500-98.1% | $11,246-98.4% |