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 | $118,799 | $165,335-28.1% | $149,696-20.6% | $158,922-25.2% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 20.39% | 348.15%-327.8pp | 276.60%-256.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,039 | $5,103-60.0% | $4,644-56.1% | $4,761-57.2% |
| Participant deferral / active EE | $3,661 | $7,181-49.0% | $6,842-46.5% | $5,982-38.8% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |