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 | $114,694 | $99,985+14.7% | $146,665-21.8% | $85,850+33.6% |
| Participation rate | 57.6% | 73.1%-15.5pp | 80.1%-22.5pp | 69.3%-11.7pp |
| Annual return | 15.70% | 18.93%-3.2pp | 22.74%-7.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,145 | $2,559-16.2% | $4,136-48.1% | $2,565-16.4% |
| Participant deferral / active EE | $4,156 | $4,006+3.8% | $5,506-24.5% | $3,952+5.2% |
| Admin fee / account holder | $127 | $7,702-98.3% | $10,280-98.8% | $6,260-98.0% |