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 | $105,170 | $198,466-47.0% | $170,442-38.3% | $147,584-28.7% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 16.85% | 257.29%-240.4pp | 205.93%-189.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,434 | $6,184-60.6% | $5,433-55.2% | $4,876-50.1% |
| Participant deferral / active EE | $5,216 | $5,629-7.3% | $4,939+5.6% | $5,439-4.1% |
| Admin fee / account holder | $255 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |