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 | $173,966 | $107,934+61.2% | $91,989+89.1% | $152,861+13.8% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 26.25% | 89.24%-63.0pp | 69.02%-42.8pp | 345.32%-319.1pp |
| Employer contribution / active EE | $3,881 | $4,210-7.8% | $3,452+12.4% | $4,762-18.5% |
| Participant deferral / active EE | $12,667 | $6,364+99.0% | $5,923+113.9% | $5,850+116.5% |
| Admin fee / account holder | $95 | $10,520-99.1% | $7,743-98.8% | $11,596-99.2% |