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 | $72,044 | $198,466-63.7% | $170,442-57.7% | $147,584-51.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 13.21% | 257.29%-244.1pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $5,734 | $6,184-7.3% | $5,433+5.5% | $4,876+17.6% |
| Participant deferral / active EE | $4,600 | $5,629-18.3% | $4,939-6.9% | $5,439-15.4% |
| Admin fee / account holder | $230 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |