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 | $85,326 | $106,515-19.9% | $96,683-11.7% | $139,434-38.8% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 14.90% | 38.43%-23.5pp | 35.69%-20.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,173 | $4,103-71.4% | $3,737-68.6% | $4,751-75.3% |
| Participant deferral / active EE | $1,999 | $5,454-63.4% | $4,878-59.0% | $6,710-70.2% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |