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 | $79,621 | $209,411-62.0% | $178,490-55.4% | $158,922-49.9% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 14.98% | 188.75%-173.8pp | 151.07%-136.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,961 | $5,706-65.6% | $5,011-60.9% | $4,761-58.8% |
| Participant deferral / active EE | $5,056 | $5,954-15.1% | $5,202-2.8% | $5,982-15.5% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |