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 | $144,676 | $154,117-6.1% | $129,995+11.3% | $139,434+3.8% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 19.06% | 32.48%-13.4pp | -137.18%+156.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $4,686 | $5,289-11.4% | $4,320+8.5% | $4,751-1.4% |
| Participant deferral / active EE | $4,542 | $6,710-32.3% | $5,820-22.0% | $6,710-32.3% |
| Admin fee / account holder | $40 | $14,007-99.7% | $10,614-99.6% | $11,403-99.6% |