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 | $130,096 | $152,587-14.7% | $125,175+3.9% | $152,861-14.9% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | 13.66% | 54.84%-41.2pp | 43.79%-30.1pp | 345.32%-331.7pp |
| Employer contribution / active EE | $2,090 | $4,946-57.7% | $3,865-45.9% | $4,762-56.1% |
| Participant deferral / active EE | $5,285 | $5,868-9.9% | $4,937+7.1% | $5,850-9.7% |
| Admin fee / account holder | $123 | $13,434-99.1% | $9,702-98.7% | $11,596-98.9% |