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 | $118,040 | $150,187-21.4% | $120,354-1.9% | $145,922-19.1% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 11.39% | 154.07%-142.7pp | 107.15%-95.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,372 | $4,348-68.4% | $3,463-60.4% | $4,660-70.5% |
| Participant deferral / active EE | $6,051 | $6,173-2.0% | $4,991+21.2% | $6,688-9.5% |
| Admin fee / account holder | $42 | $12,207-99.7% | $9,423-99.6% | $13,397-99.7% |