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 | $115,526 | $88,751+30.2% | $81,812+41.2% | $145,922-20.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.56% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,030 | $3,083-34.2% | $2,912-30.3% | $4,660-56.4% |
| Participant deferral / active EE | $3,480 | $4,643-25.1% | $4,319-19.4% | $6,688-48.0% |
| Admin fee / account holder | $120 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |