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 9-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 | $104,348 | $165,335-36.9% | $149,696-30.3% | $158,922-34.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 16.44% | 348.15%-331.7pp | 276.60%-260.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $4,970 | $5,103-2.6% | $4,644+7.0% | $4,761+4.4% |
| Participant deferral / active EE | $14,659 | $7,181+104.1% | $6,842+114.3% | $5,982+145.0% |
| Admin fee / account holder | $289 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |