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 | $111,672 | $105,998+5.4% | $92,233+21.1% | $147,584-24.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 24.78% | 50.05%-25.3pp | 176.28%-151.5pp | 578.55%-553.8pp |
| Employer contribution / active EE | $12,042 | $4,333+177.9% | $3,679+227.3% | $4,876+146.9% |
| Participant deferral / active EE | $10,221 | $4,478+128.3% | $3,897+162.3% | $5,439+87.9% |
| Admin fee / account holder | $116 | $6,332-98.2% | $5,194-97.8% | $10,885-98.9% |