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 | $132,805 | $124,281+6.9% | $109,143+21.7% | $167,490-20.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 12.11% | 26.04%-13.9pp | 25.75%-13.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,000 | $4,207-52.5% | $3,722-46.3% | $4,837-58.7% |
| Participant deferral / active EE | $2,998 | $5,255-43.0% | $4,653-35.6% | $6,341-52.7% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |