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 | $179,849 | $176,812+1.7% | $146,665+22.6% | $167,490+7.4% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 11.13% | 24.03%-12.9pp | 22.74%-11.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,940 | $5,160-62.4% | $4,136-53.1% | $4,837-59.9% |
| Participant deferral / active EE | $7,020 | $6,440+9.0% | $5,506+27.5% | $6,341+10.7% |
| Admin fee / account holder | $12 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |