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 | $139,725 | $198,466-29.6% | $170,442-18.0% | $147,584-5.3% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 21.62% | 257.29%-235.7pp | 205.93%-184.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $2,662 | $6,184-57.0% | $5,433-51.0% | $4,876-45.4% |
| Participant deferral / active EE | $8,861 | $5,629+57.4% | $4,939+79.4% | $5,439+62.9% |
| Admin fee / account holder | $114 | $16,852-99.3% | $13,880-99.2% | $10,885-99.0% |