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 | $69,211 | $74,888-7.6% | $71,209-2.8% | $142,382-51.4% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 19.25% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,761 | $2,854+66.8% | $2,721+75.0% | $4,299+10.7% |
| Participant deferral / active EE | $5,246 | $4,454+17.8% | $4,175+25.7% | $6,507-19.4% |
| Admin fee / account holder | $210 | $5,568-96.2% | $5,349-96.1% | $12,624-98.3% |