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 | $106,908 | $209,411-48.9% | $178,490-40.1% | $158,922-32.7% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 12.21% | 188.75%-176.5pp | 151.07%-138.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,043 | $5,706-64.2% | $5,011-59.2% | $4,761-57.1% |
| Participant deferral / active EE | $6,099 | $5,954+2.4% | $5,202+17.2% | $5,982+1.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |