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 | $193,676 | $177,572+9.1% | $154,803+25.1% | $142,382+36.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 20.65% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,917 | $4,810-39.4% | $4,305-32.3% | $4,299-32.2% |
| Participant deferral / active EE | $10,181 | $6,272+62.3% | $5,540+83.7% | $6,507+56.4% |
| Admin fee / account holder | $103 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |