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 | $78,093 | $49,922+56.4% | $80,569-3.1% | $75,163+3.9% |
| Participation rate | 52.4% | 55.3%-2.9pp | 67.0%-14.6pp | 67.2%-14.8pp |
| Annual return | 14.98% | 34.69%-19.7pp | 935.43%-920.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,417 | $2,990+14.3% | $4,447-23.2% | $4,125-17.2% |
| Admin fee / account holder | $130 | $3,577-96.4% | $5,377-97.6% | $5,651-97.7% |