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 | $164,829 | $209,411-21.3% | $178,490-7.7% | $158,922+3.7% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 19.80% | 188.75%-169.0pp | 151.07%-131.3pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,772 | $5,706-51.4% | $5,011-44.7% | $4,761-41.8% |
| Participant deferral / active EE | $6,250 | $5,954+5.0% | $5,202+20.2% | $5,982+4.5% |
| Admin fee / account holder | $268 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |