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 | $79,888 | $106,890-25.3% | $84,015-4.9% | $152,861-47.7% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 26.49% | 104.99%-78.5pp | 71.31%-44.8pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,047 | $2,734-25.1% | $1,983+3.2% | $4,762-57.0% |
| Participant deferral / active EE | $2,368 | $4,011-41.0% | $3,239-26.9% | $5,850-59.5% |
| Admin fee / account holder | $131 | $8,285-98.4% | $6,101-97.9% | $11,596-98.9% |