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 9-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 | $103,757 | $115,770-10.4% | $101,248+2.5% | $158,922-34.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 11.71% | 56.14%-44.4pp | 46.47%-34.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,653 | $4,175-60.4% | $3,660-54.8% | $4,761-65.3% |
| Participant deferral / active EE | $6,295 | $4,957+27.0% | $4,370+44.0% | $5,982+5.2% |
| Admin fee / account holder | $11 | $7,245-99.9% | $5,945-99.8% | $11,246-99.9% |