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 7-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 | $126,761 | $126,574+0.1% | $106,213+19.3% | $145,922-13.1% |
| Participation rate | 62.5% | 77.6%-15.1pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 9.82% | 224.79%-215.0pp | 116.14%-106.3pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,312 | $3,730-64.8% | $3,171-58.6% | $4,660-71.8% |
| Participant deferral / active EE | $4,406 | $5,724-23.0% | $5,016-12.2% | $6,688-34.1% |
| Admin fee / account holder | $189 | $17,304-98.9% | $11,033-98.3% | $13,397-98.6% |