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 | $101,916 | $89,753+13.6% | $107,525-5.2% | $84,808+20.2% |
| Participation rate | 38.5% | 68.1%-29.6pp | 75.1%-36.6pp | 68.3%-29.8pp |
| Annual return | 17.78% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,766 | $3,113-43.3% | $3,754-52.9% | $2,631-32.9% |
| Participant deferral / active EE | $3,216 | $4,056-20.7% | $5,116-37.1% | $4,212-23.6% |
| Admin fee / account holder | $19 | $7,222-99.7% | $8,919-99.8% | $7,344-99.7% |