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 | $108,202 | $114,381-5.4% | $107,525+0.6% | $142,382-24.0% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 19.16% | 242.71%-223.5pp | 181.32%-162.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,903 | $4,015-52.6% | $3,754-49.3% | $4,299-55.7% |
| Participant deferral / active EE | $13,979 | $5,564+151.2% | $5,116+173.3% | $6,507+114.8% |
| Admin fee / account holder | $60 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |