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 | $123,739 | $177,572-30.3% | $154,803-20.1% | $142,382-13.1% |
| Participation rate | 52.9% | 82.1%-29.1pp | 78.1%-25.1pp | 80.1%-27.2pp |
| Annual return | 31.75% | 65.07%-33.3pp | 58.88%-27.1pp | 217.08%-185.3pp |
| Employer contribution / active EE | $915 | $4,810-81.0% | $4,305-78.7% | $4,299-78.7% |
| Participant deferral / active EE | $3,538 | $6,272-43.6% | $5,540-36.1% | $6,507-45.6% |
| Admin fee / account holder | $92 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |