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 | $130,490 | $106,515+22.5% | $96,683+35.0% | $139,434-6.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 14.00% | 38.43%-24.4pp | 35.69%-21.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,533 | $4,103-62.6% | $3,737-59.0% | $4,751-67.7% |
| Participant deferral / active EE | $7,666 | $5,454+40.6% | $4,878+57.1% | $6,710+14.2% |
| Admin fee / account holder | $120 | $7,877-98.5% | $6,730-98.2% | $11,403-98.9% |