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 | $61,330 | $65,395-6.2% | $182,532-66.4% | $72,985-16.0% |
| Participation rate | 68.8% | 65.4%+3.3pp | 78.0%-9.2pp | 69.5%-0.7pp |
| Annual return | 27.40% | 27.68%-0.3pp | 148.54%-121.1pp | 81.00%-53.6pp |
| Employer contribution / active EE | $2,829 | $1,911+48.0% | $4,076-30.6% | $2,440+15.9% |
| Participant deferral / active EE | $4,361 | $3,563+22.4% | $5,524-21.1% | $3,607+20.9% |
| Admin fee / account holder | $26 | $4,245-99.4% | $8,592-99.7% | $5,124-99.5% |