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 | $131,463 | $157,256-16.4% | $141,162-6.9% | $152,861-14.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 22.82% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,930 | $5,261-63.3% | $4,735-59.2% | $4,762-59.5% |
| Participant deferral / active EE | $4,152 | $7,109-41.6% | $6,709-38.1% | $5,850-29.0% |
| Admin fee / account holder | $33 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |