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 | $81,689 | $176,812-53.8% | $146,665-44.3% | $167,490-51.2% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 41.58% | 24.03%+17.5pp | 22.74%+18.8pp | 478.56%-437.0pp |
| Employer contribution / active EE | $1,078 | $5,160-79.1% | $4,136-73.9% | $4,837-77.7% |
| Participant deferral / active EE | $2,157 | $6,440-66.5% | $5,506-60.8% | $6,341-66.0% |
| Admin fee / account holder | $25 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |