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 | $130,631 | $133,958-2.5% | $112,228+16.4% | $134,475-2.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | 16.26% | 47.11%-30.9pp | 27.45%-11.2pp | 417.96%-401.7pp |
| Employer contribution / active EE | $4,188 | $4,038+3.7% | $3,635+15.2% | $4,740-11.6% |
| Participant deferral / active EE | $11,835 | $5,291+123.7% | $4,728+150.3% | $6,400+84.9% |
| Admin fee / account holder | $162 | $7,489-97.8% | $6,410-97.5% | $11,426-98.6% |