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 | $102,278 | $228,332-55.2% | $185,823-45.0% | $158,922-35.6% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 28.25% | 40.80%-12.6pp | 35.95%-7.7pp | 302.83%-274.6pp |
| Employer contribution / active EE | $8,643 | $4,967+74.0% | $4,087+111.4% | $4,761+81.5% |
| Participant deferral / active EE | $1,896 | $6,415-70.4% | $5,632-66.3% | $5,982-68.3% |
| Admin fee / account holder | $259 | $11,864-97.8% | $9,500-97.3% | $11,246-97.7% |