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 | $88,097 | $79,171+11.3% | $102,423-14.0% | $74,495+18.3% |
| Participation rate | 69.3% | 74.8%-5.5pp | 76.5%-7.2pp | 67.2%+2.1pp |
| Annual return | 12.47% | 54.93%-42.5pp | 29.32%-16.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $824 | $2,362-65.1% | $3,023-72.7% | $2,623-68.6% |
| Participant deferral / active EE | $2,994 | $4,415-32.2% | $5,053-40.8% | $4,346-31.1% |
| Admin fee / account holder | $238 | $2,001-88.1% | $9,451-97.5% | $1,942-87.8% |