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 | $85,031 | $100,773-15.6% | $88,946-4.4% | $142,382-40.3% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.8%-11.7pp | 80.1%-23.0pp |
| Annual return | 22.11% | 70.18%-48.1pp | 57.82%-35.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,373 | $2,918-52.9% | $2,555-46.3% | $4,299-68.1% |
| Participant deferral / active EE | $2,615 | $5,230-50.0% | $4,581-42.9% | $6,507-59.8% |
| Admin fee / account holder | $131 | $9,693-98.6% | $8,261-98.4% | $12,624-99.0% |