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 | $91,836 | $185,822-50.6% | $169,993-46.0% | $139,434-34.1% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 16.41% | 60.50%-44.1pp | 53.37%-37.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,574 | $7,590-79.3% | $6,785-76.8% | $4,751-66.9% |
| Participant deferral / active EE | $3,201 | $11,622-72.5% | $10,408-69.2% | $6,710-52.3% |
| Admin fee / account holder | $204 | $15,381-98.7% | $12,815-98.4% | $11,403-98.2% |