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 | $125,414 | $209,411-40.1% | $178,490-29.7% | $158,922-21.1% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 16.76% | 188.75%-172.0pp | 151.07%-134.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,467 | $5,706-56.8% | $5,011-50.8% | $4,761-48.2% |
| Participant deferral / active EE | $6,550 | $5,954+10.0% | $5,202+25.9% | $5,982+9.5% |
| Admin fee / account holder | $15 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |