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 | $144,959 | $108,642+33.4% | $74,701+94.1% | $152,861-5.2% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 23.65% | 114.06%-90.4pp | 752.92%-729.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,362 | $1,503-9.4% | $1,084+25.7% | $4,762-71.4% |
| Participant deferral / active EE | $6,617 | $2,712+144.0% | $1,964+237.0% | $5,850+13.1% |
| Admin fee / account holder | $62 | $4,902-98.7% | $3,333-98.1% | $11,596-99.5% |