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 | $89,591 | $183,519-51.2% | $155,509-42.4% | $145,922-38.6% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.1pp | 80.3%-33.2pp |
| Annual return | 18.60% | 61.17%-42.6pp | 64.67%-46.1pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,150 | $5,313-78.4% | $4,672-75.4% | $4,660-75.3% |
| Participant deferral / active EE | $2,643 | $6,462-59.1% | $5,626-53.0% | $6,688-60.5% |
| Admin fee / account holder | $241 | $19,313-98.8% | $15,912-98.5% | $13,397-98.2% |