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 3-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 | $107,549 | $106,515+1.0% | $96,683+11.2% | $139,434-22.9% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 24.18% | 38.43%-14.2pp | 35.69%-11.5pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,686 | $4,103-34.5% | $3,737-28.1% | $4,751-43.5% |
| Participant deferral / active EE | $12,974 | $5,454+137.9% | $4,878+166.0% | $6,710+93.4% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |