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 | $86,242 | $168,632-48.9% | $147,614-41.6% | $125,391-31.2% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | 10.36% | 77.65%-67.3pp | 61.98%-51.6pp | 282.22%-271.9pp |
| Employer contribution / active EE | $3,256 | $6,252-47.9% | $5,564-41.5% | $4,866-33.1% |
| Participant deferral / active EE | $2,671 | $5,507-51.5% | $4,895-45.4% | $5,352-50.1% |
| Admin fee / account holder | $16 | $13,580-99.9% | $11,611-99.9% | $9,540-99.8% |