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 | $124,880 | $183,519-32.0% | $155,509-19.7% | $145,922-14.4% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.5pp | 80.3%-16.6pp |
| Annual return | 9.03% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,942 | $5,313-63.4% | $4,672-58.4% | $4,660-58.3% |
| Participant deferral / active EE | $3,789 | $6,462-41.4% | $5,626-32.7% | $6,688-43.3% |
| Admin fee / account holder | $116 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |