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 | $97,380 | $177,572-45.2% | $154,803-37.1% | $142,382-31.6% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.1%-23.5pp | 80.1%-25.6pp |
| Annual return | 19.93% | 65.07%-45.1pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,813 | $4,810-62.3% | $4,305-57.9% | $4,299-57.8% |
| Participant deferral / active EE | $3,854 | $6,272-38.5% | $5,540-30.4% | $6,507-40.8% |
| Admin fee / account holder | $5 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |