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 6-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 | $145,708 | $109,982+32.5% | $97,226+49.9% | $145,922-0.1% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 15.49% | 242.90%-227.4pp | 75.13%-59.6pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,751 | $3,084-43.2% | $2,729-35.8% | $4,660-62.4% |
| Participant deferral / active EE | $2,855 | $4,676-38.9% | $4,264-33.0% | $6,688-57.3% |
| Admin fee / account holder | $30 | $6,221-99.5% | $5,654-99.5% | $13,397-99.8% |