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 | $99,089 | $226,064-56.2% | $182,532-45.7% | $152,861-35.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 21.76% | 192.51%-170.7pp | 148.54%-126.8pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,192 | $4,978-76.1% | $4,076-70.8% | $4,762-75.0% |
| Participant deferral / active EE | $2,383 | $6,368-62.6% | $5,524-56.9% | $5,850-59.3% |
| Admin fee / account holder | $75 | $10,703-99.3% | $8,592-99.1% | $11,596-99.4% |