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 | $156,126 | $127,386+22.6% | $115,037+35.7% | $125,391+24.5% |
| Participation rate | 68.4% | 84.2%-15.7pp | 81.4%-12.9pp | 83.2%-14.8pp |
| Annual return | 0.85% | 31.28%-30.4pp | 26.14%-25.3pp | 282.22%-281.4pp |
| Employer contribution / active EE | $2,749 | $5,166-46.8% | $4,608-40.3% | $4,866-43.5% |
| Participant deferral / active EE | $7,880 | $6,423+22.7% | $6,026+30.8% | $5,352+47.2% |
| Admin fee / account holder | $38 | $9,516-99.6% | $8,175-99.5% | $9,540-99.6% |