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 | $105,903 | $157,256-32.7% | $141,162-25.0% | $152,861-30.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 24.55% | 64.32%-39.8pp | 71.39%-46.8pp | 345.32%-320.8pp |
| Employer contribution / active EE | $4,440 | $5,261-15.6% | $4,735-6.2% | $4,762-6.8% |
| Participant deferral / active EE | $7,108 | $7,1090% | $6,709+5.9% | $5,850+21.5% |
| Admin fee / account holder | $15 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |