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 | $89,362 | $114,381-21.9% | $107,525-16.9% | $142,382-37.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 18.64% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,328 | $4,015-66.9% | $3,754-64.6% | $4,299-69.1% |
| Participant deferral / active EE | $2,481 | $5,564-55.4% | $5,116-51.5% | $6,507-61.9% |
| Admin fee / account holder | $115 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |