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 | $111,183 | $158,398-29.8% | $126,539-12.1% | $142,382-21.9% |
| Participation rate | 69.2% | 75.8%-6.6pp | 69.8%-0.6pp | 80.1%-10.9pp |
| Annual return | 14.47% | 593.76%-579.3pp | 425.95%-411.5pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,497 | $4,650-67.8% | $3,674-59.3% | $4,299-65.2% |
| Participant deferral / active EE | $3,231 | $4,767-32.2% | $4,083-20.9% | $6,507-50.4% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |