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 | $137,901 | $198,466-30.5% | $170,442-19.1% | $147,584-6.6% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 19.92% | 257.29%-237.4pp | 205.93%-186.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $5,216 | $6,184-15.7% | $5,433-4.0% | $4,876+7.0% |
| Participant deferral / active EE | $4,571 | $5,629-18.8% | $4,939-7.5% | $5,439-15.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |