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 | $79,409 | $74,888+6.0% | $71,209+11.5% | $142,382-44.2% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | 18.00% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,845 | $2,854-35.4% | $2,721-32.2% | $4,299-57.1% |
| Participant deferral / active EE | $2,328 | $4,454-47.7% | $4,175-44.2% | $6,507-64.2% |
| Admin fee / account holder | $103 | $5,568-98.1% | $5,349-98.1% | $12,624-99.2% |