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 | $97,790 | $197,825-50.6% | $155,790-37.2% | $125,391-22.0% |
| Participation rate | 40.0% | 82.1%-42.1pp | 76.1%-36.1pp | 83.2%-43.2pp |
| Annual return | 2.25% | 86.74%-84.5pp | 71.54%-69.3pp | 282.22%-280.0pp |
| Employer contribution / active EE | $2,766 | $4,847-42.9% | $3,836-27.9% | $4,866-43.2% |
| Participant deferral / active EE | $11,935 | $5,630+112.0% | $4,797+148.8% | $5,352+123.0% |
| Admin fee / account holder | $15 | $9,545-99.8% | $7,478-99.8% | $9,540-99.8% |