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 | $115,775 | $183,519-36.9% | $155,509-25.6% | $145,922-20.7% |
| Participation rate | 64.7% | 82.7%-18.0pp | 78.2%-13.5pp | 80.3%-15.6pp |
| Annual return | 14.75% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,790 | $5,313-47.5% | $4,672-40.3% | $4,660-40.1% |
| Participant deferral / active EE | $6,066 | $6,462-6.1% | $5,626+7.8% | $6,688-9.3% |
| Admin fee / account holder | $18 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |