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 | $101,681 | $232,540-56.3% | $185,117-45.1% | $147,584-31.1% |
| Participation rate | 63.6% | 82.4%-18.7pp | 77.3%-13.6pp | 82.8%-19.2pp |
| Annual return | 17.07% | 43.03%-26.0pp | 40.50%-23.4pp | 578.55%-561.5pp |
| Employer contribution / active EE | $4,353 | $5,195-16.2% | $4,182+4.1% | $4,876-10.7% |
| Participant deferral / active EE | $7,338 | $5,834+25.8% | $5,045+45.5% | $5,439+34.9% |
| Admin fee / account holder | $52 | $10,275-99.5% | $8,159-99.4% | $10,885-99.5% |