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 9-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 | $119,703 | $209,411-42.8% | $178,490-32.9% | $158,922-24.7% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 16.01% | 188.75%-172.7pp | 151.07%-135.1pp | 302.83%-286.8pp |
| Employer contribution / active EE | $7,678 | $5,706+34.5% | $5,011+53.2% | $4,761+61.3% |
| Participant deferral / active EE | $5,507 | $5,954-7.5% | $5,202+5.9% | $5,982-7.9% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |