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 | $118,743 | $124,281-4.5% | $109,143+8.8% | $167,490-29.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 14.44% | 26.04%-11.6pp | 25.75%-11.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,677 | $4,207-60.1% | $3,722-54.9% | $4,837-65.3% |
| Participant deferral / active EE | $5,200 | $5,255-1.0% | $4,653+11.8% | $6,341-18.0% |
| Admin fee / account holder | $188 | $7,970-97.6% | $6,752-97.2% | $12,309-98.5% |