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 | $109,910 | $102,616+7.1% | $81,983+34.1% | $158,922-30.8% |
| Participation rate | 41.7% | 75.5%-33.9pp | 69.2%-27.6pp | 82.0%-40.3pp |
| Annual return | 15.73% | 61.04%-45.3pp | 41.31%-25.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,200 | $3,240-63.0% | $2,498-52.0% | $4,761-74.8% |
| Participant deferral / active EE | $3,985 | $4,648-14.3% | $3,722+7.1% | $5,982-33.4% |
| Admin fee / account holder | $27 | $8,235-99.7% | $5,664-99.5% | $11,246-99.8% |