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 | $163,681 | $125,758+30.2% | $169,993-3.7% | $75,163+117.8% |
| Participation rate | 67.5% | 83.6%-16.1pp | 87.0%-19.5pp | 67.2%+0.3pp |
| Annual return | 25.39% | 27.20%-1.8pp | 53.37%-28.0pp | 160.62%-135.2pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,377 | $6,837-21.4% | $10,408-48.3% | $4,125+30.4% |
| Admin fee / account holder | $242 | $8,173-97.0% | $12,815-98.1% | $5,651-95.7% |